diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index 2d4d7fa51e4917ba23d8805725cc16e1ac25cba8..e31737b67803186090433864cb90ec2ba272e260 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +558,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index b39321e71ee6eca315d9139c96f35fb62ebb81f1..4aa35ad6da2d728e40464f81733df0be0bb9d6df 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index aec8fae8e7b56d0c5d104d5277578a691dc31764..2e6af0dba0cdd7e8f9caefe9a9a56fe9af2b6bfc 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index f08445b53546fb17c6282ce975dc03aa5d6361a8..3701c3ea028536b05b7703be8f4942a991cfebe0 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,19 +1209,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 1586c976d4aa077afe4cff6f7e5f18c4a21a6ae2..8b185f8e326fd17a40d78a3d925f494ab6a13086 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 4109974ac87d9a0b24dfc62566f80798966d7bbf..46112b7ce1ba183e33ecd7222bf83f32a853b25c 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -981,19 +981,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index d108a3e19f967ffc0677016a7a5962c6a4c7c6a7..38e7b5f37c88979e1bb4935195105fb7b011e6bb 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index cd02e7d4e5f13913cc4a353354abc1c9a6c3707d..5781854bf0bcee1aade066d02e483480f00b0fc8 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index 2d388b2ce8499851b17e27ad14c969a8b76bca15..5dc37b0346fc98f579f9b890c4e1e65487e98690 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 133c352c7a89fa30d673b21102ef52b29a053c40..779cdd536658dfec9190c4e89369fea1e285ff2b 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +558,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index d84f0fe3ae3e225da3654ad21938939f18874861..4390c7069070f7a796139c9fe934b96d319e9fac 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.54, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.08, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 40.55, + "value": 35.72, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 6.08, + "contribution": 5.36, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000120/axes/현금흐름", "status": "derived", - "detail": "위험점수 40.55, 가중치 15%" + "detail": "위험점수 35.72, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.54, + "score": 21.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 22.53, + "score": 22.08, "assumptions": { "scenarioStress": "moderate" } @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.24%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,15 +1721,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index 5e14138e7483d612d4ba97a6098673cc73dbc55e..e90c15765d3f79dc2dc966d8d4104ed6f9ca390d 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 00a16e5afa972452dccbd013d216a4798c583b4c..2af26d7f2215a63be7881eb3aaff71261c7d1b30 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,7 +815,7 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.54, + "score": 35.54, "assumptions": {} }, { @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 5050167d6be9633580e3a4bf535dd33c507c2626..397c361e89576323c039a387d71cbe13a7214d74 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.78%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index 29c896f50fd92f2cffcab9f1a1c6c8dda9449ca1..53022d3c4bb248d0afc96b5f028d007185160495 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 61a338037d0f2f0c8341b617e4ff9c7cce02ee1d..2f2d8ad27252e0cf0501cbc51cff233a1a955aad 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,14 +649,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 11.01, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 8.75, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.65, - "sourceRef": "axes.자본구조" + "contribution": 1.31, + "sourceRef": "axes.현금흐름" }, { "id": "axis.사업안정성", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000210/axes/현금흐름", "status": "derived", - "detail": "위험점수 25.14, 가중치 15%" + "detail": "위험점수 8.75, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 29.43, + "score": 28.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 30.21, + "score": 28.89, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index 273286c44b89bd7cc71d0281a4af199ada8adf2b..e2fd35cf09ef4e53fe6e44680dd6de2dc9275ac3 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 7c5ef8481ec076629eb5b343f156d16abd1bfb36..43c7d7257ca39b4d7d2ba804b6d41ecdf57a7470 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 27.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 24.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 27.34, + "grade": "dCR-A-", + "score": 24.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 28.11, + "grade": "dCR-A-", + "score": 25.64, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,88 +1559,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9ec80d8062eb", - "target": "000230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.623 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 881c4b8ef3406c174aaec45bb9ff4e131a8d0d4a..4883d4d593af96cec14a730ffda5b23e919c52bf 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,15 +928,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.015, + "score": 0.01, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index e846b558cd6e6ce30fa4bd13f85134fa5b404956..06056ed48cd31c08917c0cff29a2ba6260663692 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 27.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 25.31, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 27.56, + "grade": "dCR-BBB+", + "score": 25.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 28.3, + "grade": "dCR-BBB+", + "score": 26.05, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -917,7 +917,6 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index 9a834f2f36cfa8902a5d2635f40e773c1aea7999..baf9b7bbfac4fb23af23a353f89147ad55eebbb2 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 2f6cb59e59756a8d51104cc61b2115da450ce25b..7a66c94fe8cb3f2c3029ceeeefa53325ffd49e33 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.225, + "score": -0.23, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index d68991cd193bb3571a1b09640fbbeb2b2c583ba9..cbd4af387e00713f93fa5d8a266bfb51ee53a76a 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index c1a0e0f052dc63326e10f9b4427f34d3b97cd494..d094073c538b091d0e75009e72cfcf0c5185d7df 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -325,11 +325,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 4.61, + "value": 9.22, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 1.38, + "weight": 25, + "contribution": 2.31, "sourceRef": "axes.채무상환능력" }, { @@ -345,11 +345,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 28.05, + "value": 27.21, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 4.21, + "weight": 20, + "contribution": 5.44, "sourceRef": "axes.자본구조" } ], @@ -360,14 +360,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000370/axes/채무상환능력", "status": "derived", - "detail": "위험점수 4.61, 가중치 30%" + "detail": "위험점수 9.22, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/000370/axes/자본구조", "status": "derived", - "detail": "위험점수 28.05, 가중치 15%" + "detail": "위험점수 27.21, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,19 +820,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index a6a22aa7c9c1ccfe3d7d9ddb8a1cc23ba81f13a7..d322b61c09a993c7b4e9cb7409488366df524683 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 7717d923a2e827f3bdb0b7665e5ea987bfb2e57f..97991cd5c8832b194a32fdcb074a4df3e80a6ffc 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index 42725ce310ff633350d5defcfb6e9fe5ef553a56..da0f8a0a3621b29c3f9ffc914d48158cf55a0827 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 25.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000430/axes/채무상환능력", "status": "derived", - "detail": "위험점수 11.28, 가중치 30%" + "detail": "위험점수 14.31, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000430/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.19, 가중치 15%" + "detail": "위험점수 21.02, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 25.26, + "score": 25.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 25.98, + "score": 26.21, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": { "totalNotch": 3, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.5x (양호)", + "캡티브금융 별도 D/EBITDA 1.6x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" ] }, @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,15 +1086,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.13, + "score": 0.125, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 020154709c4ce551e29a675c7cfc7672d8ff5fce..741c41e476c9f112e1a8312bbb0c1bce16562c3a 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.95, + "grade": "dCR-BBB", + "score": 26.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.96, + "grade": "dCR-BBB", + "score": 26.37, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 576d1e6e71735abc74b404915a4de40a38499681..8176e30a50a140971129c60626229da8ffdce8a1 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 57bce9baeac31d6591e0ed556ca44591a80a6b6a..f7384a9c34b557597f24e49eb22cd31899f3865f 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index b55ad1c7f81ff8487560f346cd87a11da14a4f1d..ffdcd903ece9dc13b4d5fb62ed4403459229228a 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 22a8f6fbebbf8857e48d214cbc4c43b4f000b48b..350e8cf8073ee2568e943a619882f27f6ed7a998 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index 3ab557663657d16b1554cc0b214dac6f09ebb120..f773187efb1ef12539e97b3348436e82fed3f917 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index 4eef9345b2f75c23c736f133590a775b9b89c4f8..3ea90a80bd5c30a7f744461b03aafb3bdb5201b4 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index eafcbbba99a230e758e990a4f4034bcfc787aafd..b61c59f29a07580f52a17be64f130ec426953bb6 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index 4ea9e00a2a3fee06209c40e1c4c27eb2c9b8f94a..2930f4253cfcede0bf2e837895416f89a3bf8c27 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 8009a698397f513056476bea50550f905ad912db..29912e17c86a214cfc58dedf07e6f6757c3d08ea 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -478,13 +478,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -633,14 +633,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -806,7 +806,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +826,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -848,8 +848,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -859,7 +859,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -884,7 +884,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,10 +959,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +982,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index 84e7f3589c19a6de84a7f67bd9353b0a4ed5996d..296a9db1e05810ce98b9b63a5e05d5906d4148cc 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index 40ca5ff5a478ff09cb00cc4cada2b37c30a59aad..da1ad0fd9d98930ec6f2ff81873b81c4201d1a7f 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 32a89adb209674d93262785b2bef742962659396..0a4ab5aa7cb4aae40a1d50b89e0e68aa5f728efe 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 24.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,14 +672,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 29.7, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 28.03, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 4.46, - "sourceRef": "axes.현금흐름" + "weight": 10, + "contribution": 2.8, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000670/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.43, 가중치 30%" + "detail": "위험점수 21.44, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000670/axes/현금흐름", "status": "derived", - "detail": "위험점수 29.70, 가중치 15%" + "detail": "위험점수 25.20, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 24.68, + "score": 24.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 25.27, + "score": 25.04, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 0e77cd3715c45a93d3af139e168f08a50720d64a..8a690fe2812e04b2bf102f7023cdc1dc7ea23eeb 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 98277558528ea92907dad0dbe83b18d723f7a059..795fae34a55760abd4d300712f86e1293807e561 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 5bfd8d0a91838befc0d05c3203d5e7492ddb60a5..8943448726295fe38f7c24431d64fdfaba0b3199 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 2d6be888b356142fd452f9930cc2252c19a001fd..948c4fb43d4a505f6eb7b993e8daf044fdfe0316 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 7da05c059dfa478d437a9be56d2edba929d14281..e1ba5b0287bde04754912475b869e8c429dda864 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 99d8ed6ad6aa4675b3d933b8ec5d8b9cfed1e877..10b22f8d7621e10513e8316d1f4731697483821e 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index df3d3610132da332b953efba22dd0fcb2c8a8326..0f433e4942634642310a8b67ce0ed58bc210c1bd 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,19 +1157,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 2b3239061c60f1b22201e76097b950052e566be7..2d388af1b1b19eda8524da0818e936d7393a9538 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2ac341d41455", + "target": "000810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.688 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 6a150df7afeab6e19229c08bffd4eb758a77f40c..d98186177b21d617955c024152674fbd59dd5977 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index ad7f6f0d5bd02332ad091243e555254a952baae9..f389528918ba43e27c5ae07cf8c6b2b05be1675b 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.225, + "score": -0.23, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index bf86c126ab444900b4ab12b492cc02d9fa082ab5..4ca1c2f65d78260c77703e37da0eaf9ce11ce1ed 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 28.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,16 +659,6 @@ "contribution": 4.05, "sourceRef": "axes.채무상환능력" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 49.53, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.43, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.유동성", "label": "유동성", @@ -678,6 +668,16 @@ "weight": 15, "contribution": 6.34, "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 35.19, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.28, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000880/axes/현금흐름", "status": "derived", - "detail": "위험점수 49.53, 가중치 15%" + "detail": "위험점수 35.19, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 28.71, + "score": 27.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 29.58, + "score": 28.43, "assumptions": { "scenarioStress": "moderate" } @@ -837,8 +837,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -915,7 +915,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 50점으로 등급 하방 압력", + "유동성 축이 42점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 7f42138750276f4bf30c16e8d7a5ef0fe9ed90e2..5322ee35ce3a1d46e1c93682eb7e4daf2f39bcca 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index ace3ad70fd8dfe31ceec4f09b195435bc201014e..ebb43743ce9c67b218c8b84c6d2d57be69ba9b16 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index f87245b8a9096e9ba283ef28c729168d8e8f21f7..a2da6d524e2ed7f83c467ee04d6e3e2614f92613 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,13 +1220,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 355c56f09e0750ee4050e67a0c4f73af58460b1c..ae42abe2a37cc4ecd4fbf439758c3db8dc737951 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 1da97239c298123f9d82d1c8efe5dc9dd94f6ce2..7fddfa9bb363a222c10f47c1051d0fed1146c806 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,19 +1259,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 52386766547db93329f35267bec72b6491fcf973..4ee5eebad43f54b16968947d11f8df0be341dfa9 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.20, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.54, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.2, + "grade": "dCR-AA+", + "score": 4.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.67, + "grade": "dCR-AA+", + "score": 4.87, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index 252bcad7ef47239d89a8ee48e87f40840acbee00..d02bf4ccc5f573503119cfba93731dce84de75df 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 314442a09cc01d0f80b115b0ba5df10ac1e61307..43de3b5a69d2ae34b2ffe555bebd63341d918ff5 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index 85d89d52506a2d88bfacf0750195d5e0d81e1a56..a908ad29bf14671c409318b950d0d517ca65b721 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index dce741ebdda801e470bc72b389b508827e79379a..ddfadaafd111beaeba91fbdef99de2395b2332a9 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 2eb342b677ceb06141b397bc6b089df1372f9f27..71ae6553e3d06e25a51a3ef321c9c7b11559a42d 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 6ac2d98b4a8707473e0ddc5d9ba5fa6905dedf03..a4e8740bc0503defe721ce4ebc2b7b2b94e91c77 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index 5abeb8f78bfac40f2a1fa394a2a48e004faafb06..16bc1698883a88d55dd59d854e64ef839510773d 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 2d03691e8386c9ea0d0aba670a0b4311a2ce9b45..bcdbbf2ab1aafbdb13cee647859ecb52382f806d 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 8b465cba82fa62fc1054f8bf76e9b1f76c8fd2a0..a02f17469d2b194be8ee9cb7925bd3b7870c64d3 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index d0e8b6ee57336bdeb9ad00214efb013bf900d661..3ec8910809bb972326faafc5682671cd86a65fa5 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,15 +1440,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index bcaebd944f0d25ae3d367192fd29390086a893fd..f76c2412c9ac53fd70623503c24d82c438faf503 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index e9ea96f76a76567d8a1aca5ab78d9845b4ab372e..58c4a9499ba1fca4ca8556c0a077c5a95ce22484 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,19 +1183,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 66dd18621d25b2db47fcd10bd5910971f3d2cfc1..e8f42ec3457d9705194aa309e7bc5b5d6213269a 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 1bf9eba2b2f5c2f3ad408fbc07a4897e7694c723..ac55bbc87f784d6bf1dfc7d1f6dc1203f64a7d29 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index 287e5404d8f499f2c957e17eb8166176fcdde9dd..97a5a663a89ac03d26d151e641f5027849b327fb 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 89368447c3ebbab978b78721abbaea6bfe4311e4..407a0a08e5cc1de099169bc77e6ea777428d4b52 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.63, + "score": 30.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.03, + "score": 31.83, "assumptions": { "scenarioStress": "moderate" } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -998,8 +998,8 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.2, - "direction": "positive", + "score": 0.195, + "direction": "neutral", "sourceRef": "expectation.score" }, { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,19 +1189,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index f46be7c20cbbf4e6a0acc989c7a680b2d002f99d..197d6298602f35f6575ed8b9c1b219fec2e3e48f 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1342,88 +1342,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd731f4b44bd", - "target": "001230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.578 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index ab41b8ffcc3a0c7051ac2f0b790faef333e0c166..e7fc073a4d2739e57778c0f39b066bb70a428200 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.175, + "score": -0.18, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index aa9a5f8595bfd9876070c747166a8d094c70594e..6f874fcaf3c40c81b25e06fb928e3425efd61bc4 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,15 +1080,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.02, + "score": -0.025, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index ff93693599b5c03c15484c455f83d35e7f5ecc7b..dc7809687f8d2788302456efcaa8451d93c6be05 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 0b853c3fd0998cef4d7e631077fdfc4b24a11f6e..f41d3441dd38b1916ea7096ac27faaf450cba666 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 1bb48aac29d940cca8a3d34fea310d7f82a10445..926c83f1cd8181a48d384e7f35d53c6c7aec7012 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 38794ab18fca62aee8835a13e8bcbe36c9575ab6..7a793bfbaf3632b6c7f07b935d6c241829c7a717 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9105.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8870.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,10 +1030,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,19 +1157,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index feca085fbd417d0fdae6b23001eeb44e983c8312..237c511a1de327e905a0a21532e9acfee8b91740 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index e6217a65fe2345a66d0897657d6bc3aeb05591b5..20cacdd8873f8120d38954562de428b3a877b3c5 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 24.09, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,16 +659,6 @@ "contribution": 0.87, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 54.74, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.21, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.유동성", "label": "유동성", @@ -678,6 +668,16 @@ "weight": 15, "contribution": 6.06, "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 35.22, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.52, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001390/axes/현금흐름", "status": "derived", - "detail": "위험점수 54.74, 가중치 15%" + "detail": "위험점수 33.23, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 24.09, + "score": 22.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 25.01, + "score": 23.28, "assumptions": { "scenarioStress": "moderate" } @@ -837,8 +837,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -914,7 +914,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 55점으로 등급 하방 압력", + "유동성 축이 40점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index cfc1f2d0685c67f83a1421ee2b23c956767cd4c3..cb2774900384d31c2a8ca0611dc77a4ea3ed37b7 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 59c9245907851e8782948411181c9605515f6d47..06ccd9f86230d7fdeaca7594674cf1f9eaf9c55f 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 3fbad12c29198c6fb1cfee6b0e54395b299876c1..22af97be10851fd77d7c83ed640b88f3bda02a29 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 20.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 20.62, + "score": 17.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 21.07, + "score": 18.3, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index f9dbfe738460cd8540d1f042e3e8119da4dd759f..328ac325b559d13c1426ef05a006643eba3d5d65 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 4d1f87c0d7c0ec5754c69bca007f68a6775a9049..d6e6ba9d968b5f317696358c958ae473b03a124f 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index f1d44187b60ad11a98b6956f063a410f983b137d..f0caa4a627a53fd016f94292a3e6e7fd9301d32e 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index dcb18ed5c0bd9262ea0a802ec46ff48044104084..f9d3ed8e0ea7eb9fa3e846f411ca4015b738894c 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index fcafa4c73c5c6696c206ded19ed1fd0d591ef369..5afa106f3e6292a2b94e6ae00ecab6cf0152c0d2 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,8 +1157,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index 52b9bcbcb2010cbfd6cbac51e849ff6501b021cd..a8c8eedb0476f263eaf37487297306a04d7e051f 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -621,8 +621,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -674,10 +674,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index 87463a6ce5f2e18a6d2cd1a68838b1586ca15c92..ebd37aa3dc9ba1c3bca136d64bb94736c4a21001 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 22.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index f99cba343746a43f379aa89c1cd0c9c9fb0ee201..974b102935a9e95307b52a9b4328b0225b25817f 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 91e9c5c5e6dd69408fff1cc55883ca2e4fc04dbb..f5fe1f0149dde3e769e01f7715fe20e89e72f9b1 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index 5c1e99bb4916149df6a80cf2b6191bbe295d8db8..4fb05efaec695b8543069259273c1471e2a2b71b 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index f572de152645b0acb3aff9a666eec50f70944306..135dc98bef521339101e2668386a203ac69aa71d 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef572bf07478", - "target": "001560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.79 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index 59ebdebad792bd8c31a39ed805724f449256038c..ed5ee762b87e27501d8ed6c7ad9d3a82370030b6 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 556a612927dc4cc8805b90359909bc362ee35c79..eb96f2844eb26482fb8a027721501d0699a5eea3 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 985225c1ddcb3a62f3f8159d660f5d6fc273af34..338ef9996b1edf114e89b39a98a55d9fe7cae220 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 02cc6f79644fa8376b041c9da67813b058e8a8d9..9255f1918804ac6392241c829726aa9a49ff3e67 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 28265e27cdd44ebd13f071cf76470162f283c19e..1e32f403af036e0a056e1d18cb86cf19e4f2701f 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index e1ee8ea334e5de4084b8636ec5949e8f389d7081..3332b4d64a3a41acc31018faefffc54fc3d7a19b 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index a5be72ce10fc0b7fae993089fbeed9f54817599c..3dd119893f07add38018d5b9a4281c7203326e00 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 7f989a9631047244e9ac7e559b28ec2c7c46e363..5e1df79c9dcf27c5e52afbefe5b4aa46a131059d 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 01893c0299c4c8f9d0debe4c0d5591d6019749a7..4a7618a1c518b7d9c3502924d5c891a05f31081d 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 9863138d99dbc56ef40eeaf8c57e611bb07fb93b..59f3598f639e8f9e5a7d314c9904b968349d8b90 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index 6f724f58ebeaea29f9de54a6d8ff6d5fb0f973dd..4e938c81ee56846117736708cadbbe7579850ea1 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index c4085faa0a0b8c32ec97f8eba96fa25b732118c3..91f0e9a114fa2d5688b7d4c30d69d5a980f5e140 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 38.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001780/axes/채무상환능력", "status": "derived", - "detail": "위험점수 21.73, 가중치 30%" + "detail": "위험점수 49.12, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 38.51, + "grade": "dCR-BB+", + "score": 38.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 39.26, + "grade": "dCR-BB+", + "score": 39.58, "assumptions": { "scenarioStress": "moderate" } @@ -905,18 +905,16 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "캡티브금융 별도 D/EBITDA 1.5x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" ] }, "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index ab67e18244467d45f933c8f0f5d0e8dde56b4aff..3aa0336965ce1856471d302e6f8d48d7245932a3 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index bc7e6e5a6817879a57fedfcd139ff79cdb71c753..fadb52a6d53af11e52d35d51d31fe7df90897c06 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index 15ac31361056b290ae3a8100e081f5ed2b9b9da0..3c17a536d2b0c17fe70ea889058074428e60b91c 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cee5a4e36e6", - "target": "001800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.509 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index b2c10d8b97a195047babcfce47afe02305926ff8..7708d0bb5910060dca42f49490673292e478a460 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 51.5, + "value": 52.18, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.72, + "contribution": 7.83, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001810/axes/현금흐름", "status": "derived", - "detail": "위험점수 51.50, 가중치 15%" + "detail": "위험점수 52.18, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.89, + "score": 40.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.19, + "score": 41.24, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.365, + "score": -0.37, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 65d9d2b0b5a0d3666484500e0a543a864c32de4c..7f17134eb646d937b9a09f9d68a5c3e2bd7cb263 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ab88b43d8e44", + "target": "001820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.836 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 93a284fe4d6a19a3fe7504b7e9bf857dfa84eb80..2ed4dbdde48d5d9aaf5749ae5fe627f389b001bd 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index f5ab7a58a9f0650664f4641ec013bb4f9b92ec89..d7716b53a671b98392fe584474334cdfe5da22de 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +558,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index d1765cea4dbe58f24f95a56462b6fba8c5e755e6..aea8649303a1bf7844cfe1f0b1f402fb616d87da 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 21.65, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 17.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,16 +661,6 @@ "contribution": 0.03, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 38.22, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.73, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -680,6 +670,16 @@ "weight": 10, "contribution": 3.56, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (지주사조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (지주사조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001940/axes/채무상환능력", "status": "derived", - "detail": "위험점수 22.32, 가중치 30%" + "detail": "위험점수 8.35, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001940/axes/현금흐름", "status": "derived", - "detail": "위험점수 38.22, 가중치 15%" + "detail": "위험점수 8.75, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 21.65, + "grade": "dCR-A+", + "score": 17.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 21.66, + "grade": "dCR-A+", + "score": 17.04, "assumptions": { "scenarioStress": "moderate" } @@ -839,8 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,7 +916,8 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 38점으로 등급 하방 압력", + "사업안정성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 8d5d4defbadb79aac47feb53d175a390a248e662..703b08096b069f051c85035e724126185b4116d0 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -628,19 +628,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index bd41cbb7ae2ef928d939baf4410d41906d5c5a26..1b3441e49e3c7461674a72bf6dde24be2605b4af 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 1e0ce6016748c73927e82fc7ce663f0e6456ed3f..b25ce7e9e481b5756bd7185b6e34aa3f2013bd61 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index 3678e368b7669f315822d5f15047cd8652ae90ff..1bb5f3d1524003bf503881b1d30cdb6c3c00bae6 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 15f4e3180bc8db9082b95885e1feeaeca7ea8f57..a9a1496cca4635e943a2388bdb89a5080eab7193 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index bc949f4df0aa7d3c3ea0b7f28f7e30b72cbd9f78..1b1423b34e05d6e35b4a66146c278b3dd43858ee 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 2b327684b08b221a2dbaa0b768332d6963dc498a..ffd7a8a78dc4b932bcaf67a7e621544ebc23493b 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index 6e37a4b72289e56c83619257910598dd3a24b1b8..d0602ccc6dac454640872836cd9d5424aa5ea681 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index c8d4c5379840d0044f791a9dafd65fb6d1542195..fc7919a55062ef4a279fd223e4097296ee5c4d18 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.53, + "score": -0.535, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1c7753dc14d5", - "target": "002200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.843 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 85cdda1523d185a96b0ef86d39c3fb06cc7bd9f6..ff6347a9099b3b06339cbd74b75b29ad4a28e5eb 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index ef1517f6858f6b13f8bfec67f1f7502b945eee52..617f45e1ef55a7b9f40e3f417a49f6208041b006 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 41.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 45.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 41.22, + "grade": "dCR-BB+", + "score": 45.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 41.65, + "grade": "dCR-BB+", + "score": 45.55, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,6 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index ee0d959fe344903668863c412efbaee5fb30f1b4..ea96cc2ab6e7a17f2a8ad22e3cf3bfe1d500701e 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 3664627cb3c5b02d0945d533d7d2755dbfe50b8d..fbefa8dcce80b5196b3618a6634b0d53a3e089a0 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index a97b7e874c1eae8f7588af4e023af2eefc7a361c..95fd2b9bf93e5276e020f396d78ce39c419868c5 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index ed7c3616b5dc90bde4e02f400f298612c6dbde9e..1c833a698d5557ca2c6147cbd46ce81ec14ad365 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.67, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -673,11 +673,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 24.1, + "value": 20.77, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 3.62, + "contribution": 3.12, "sourceRef": "axes.현금흐름" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002310/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.10, 가중치 15%" + "detail": "위험점수 20.77, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.67, + "score": 9.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.09, + "grade": "dCR-AA-", + "score": 9.77, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 87a507f84c3c14100b78b2416cd03c8f664b3a83..bd44df6cee7783281bb388a4b5c0676e4130954d 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,88 +1562,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d87e596eeaa", - "target": "002320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.318 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index d8dd094eea422b6f4d51cd4de67b5956a371fc6d..6bda769c01cf3857ef1ace0ea9f762e13a7d22b9 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 5c14ac842e065fa5bb60ab19cb439b5ef012a1f2..62c9619cf87b3e02026c0b1d391f21ae9fe5d3f2 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.48, + "grade": "dCR-BBB-", + "score": 30.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.6, + "grade": "dCR-BBB-", + "score": 30.35, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1243,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1279,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 41b8b2a0615fdee564aeb085ee5a484afadc72a6..5527faef8c1e220380a90c1984b5f013bde04189 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 0414cb31bc83c8b7bc0a7e5d4ad896138a94ef75..57a904d4b612e9354f763e0f0285246a6c85cf0a 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 51.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002390/axes/현금흐름", "status": "derived", - "detail": "위험점수 45.98, 가중치 15%" + "detail": "위험점수 45.83, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 51.82, + "score": 51.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 52.21, + "score": 52.19, "assumptions": { "scenarioStress": "moderate" } @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 826e2b7d674befcaba9ab7b9710627e601f95625..d3e03005658f4223c3a44b3f87ccab8468876dce 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index d12272d1e0ffbfcf8836cdc06371f40643efe712..55c0c86a3850e43230a7d0f2d3436f2c033b9c34 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 7b587436713c2b04cea3eb0634e13f254973b1fe..52b49974bb40062b992f1538e6f7c57bb1d43eea 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002450/axes/현금흐름", "status": "derived", - "detail": "위험점수 28.12, 가중치 15%" + "detail": "위험점수 23.77, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.15, + "score": 30.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.02, + "grade": "dCR-BBB-", + "score": 31.6, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1300,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 9bff71a23d755b7d6cbc14a158f78144aac39c64..401bd360e2e02accfdf97828dffa892b79a29b26 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index a1a4b5ef20a6f3cd14ccacb39930724ccdef1925..2aca91abb52c0a0c5c2f35ff56302bea52d720ca 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,19 +630,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index b32a0392f48769344f5fb7d9eeff09c13afb668a..3e9bfbbf2371568c9e5e1a892904e2daed2c75b4 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index f6785e4c3cc3ba1001cd1b36710b631238b10955..173d14a7276481b33aff19580b0cd11b8ddc9dd8 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,14 +659,14 @@ "sourceRef": "axes.자본구조" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 49.65, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 47.46, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.45, - "sourceRef": "axes.현금흐름" + "contribution": 7.12, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 (지주사조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002620/axes/채무상환능력", "status": "derived", - "detail": "위험점수 32.91, 가중치 15%" + "detail": "위험점수 47.46, 가중치 15%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002620/axes/현금흐름", "status": "derived", - "detail": "위험점수 49.65, 가중치 15%" + "detail": "위험점수 32.37, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 29.72, + "score": 29.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 30.48, + "score": 30.16, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -914,7 +914,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 50점으로 등급 하방 압력", + "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index 021d52d76cea039ac541fdd78c04680344eedd38..03cdfa7faefb5a3454b0f4c1338fe29c88bb3fad 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index db482296b3373e6275a9d7794176fadaf2ca3900..5ad554b6f593b069811315f9412112d82acc8e0c 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index e21b34e31363a18f72981535a723406e294a5f75..9e8b3ddfbb5ee7b4b2f9b98fd2d6bc234da3bad3 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1629.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1226.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index 813bbb0f2b2b2fa5be58150d5fccbba7ce3cde3b..bbe89969574f9ebbb33e587c768edf1a684e5190 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 527d9a85c1517ad337f65d9db2e68d29211b64a6..3cc0ccecddc0b8b36424a0a86d7c21b21407fddd 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 7716b7f32da54f9334fc99e5f0851fdc38055822..d63081849f4e4a173fdb86064c904939411f8350 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,12 +1668,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:06ad74bcfaa7", + "target": "002710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index 7f6c198b884962681a183d33f908de17e8e20d2c..e4d639175e6adde41a72d950bc4059953578b57b 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index a6401f4f756b43d16e58eef8df8697246ca97d2b..252b55658c4bc130eaeb8e1d2c6488bf2e774212 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.89, + "value": 4.45, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -83,7 +83,7 @@ { "id": "revenueCagr", "label": "매출 CAGR", - "value": 8.41, + "value": 5.18, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -92,7 +92,7 @@ { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", - "value": 11.79, + "value": 7.2, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -101,7 +101,7 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 211.41, + "value": 306.3, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -121,7 +121,7 @@ { "id": "interestCoverage", "label": "이자보상배율", - "value": 11.7, + "value": 9.11, "unit": "배", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -182,7 +182,7 @@ "falsifierRefs": [ "cashConversionBreak" ], - "value": 211.41, + "value": 306.3, "unit": "%" }, { @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -237,7 +237,7 @@ "falsifierRefs": [ "growthBreak" ], - "value": 11.79, + "value": 7.2, "unit": "%" }, { @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 4.89, + "value": 4.45, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -347,7 +347,7 @@ "falsifierRefs": [ "growthBreak" ], - "value": 8.41, + "value": 5.18, "unit": "%" } ], @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 4.89, + "currentValue": 4.45, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -409,7 +409,7 @@ { "id": "growthReversal", "label": "매출 CAGR이 0% 아래로 전환", - "currentValue": 8.41, + "currentValue": 5.18, "unit": "%", "driverRef": "revenueCagr", "sourceRef": "representative.assessment.drivers.revenueCagr" @@ -417,7 +417,7 @@ { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", - "currentValue": 11.7, + "currentValue": 9.11, "unit": "배", "driverRef": "interestCoverage", "sourceRef": "representative.assessment.drivers.interestCoverage" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.89, + "value": 4.45, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -553,7 +553,7 @@ { "id": "revenueCagr", "label": "매출 CAGR", - "value": 8.41, + "value": 5.18, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -562,7 +562,7 @@ { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", - "value": 11.79, + "value": 7.2, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -571,7 +571,7 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 211.41, + "value": 306.3, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -591,7 +591,7 @@ { "id": "interestCoverage", "label": "이자보상배율", - "value": 11.7, + "value": 9.11, "unit": "배", "direction": "positive", "scoreContribution": 1, @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,21 +664,21 @@ { "id": "axis.사업안정성", "label": "사업안정성", - "value": 30.39, + "value": 24.38, "unit": "riskScore", "direction": "negative", "weight": 10, - "contribution": 3.04, + "contribution": 2.44, "sourceRef": "axes.사업안정성" }, { "id": "axis.현금흐름", "label": "현금흐름", - "value": 12.5, + "value": 5.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 1.88, + "contribution": 0.75, "sourceRef": "axes.현금흐름" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002760/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.11, 가중치 30%" + "detail": "위험점수 1.03, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/002760/axes/자본구조", "status": "derived", - "detail": "위험점수 1.24, 가중치 15%" + "detail": "위험점수 1.04, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -787,14 +787,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002760/axes/현금흐름", "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" + "detail": "위험점수 5.00, 가중치 15%" }, { "id": "credit.axis.사업안정성", "kind": "creditAxis", "sourceRef": "dartlab://credit/002760/axes/사업안정성", "status": "derived", - "detail": "위험점수 30.39, 가중치 10%" + "detail": "위험점수 24.38, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.59, + "score": 6.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.0, + "score": 7.35, "assumptions": { "scenarioStress": "moderate" } @@ -859,7 +859,7 @@ }, { "period": "2025", - "score": 0.53, + "score": 1.27, "grade": "AAA", "pdEstimate": 0.0 }, @@ -911,7 +911,6 @@ "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ - "사업안정성 축이 30점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index a7645e77e341538fb80cc4168db197145d8ca32f..bd954f27d6de7a5db340dd40b8dad67404d73eee 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 3c23375b456be7a169dd3d3b7fdcd2cd233af7a3..a86c7806cb12bba5766797c8c30313ba08147705 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 59ccf1ebbd0c999d2f49f6b66c34a32ba7c63af9..5d005f03757932e1a8315b9e4a427e25d7670135 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -652,11 +652,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.31, + "value": 6.29, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 0.95, + "contribution": 0.94, "sourceRef": "axes.자본구조" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002800/axes/자본구조", "status": "derived", - "detail": "위험점수 6.31, 가중치 15%" + "detail": "위험점수 6.29, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002800/axes/현금흐름", "status": "derived", - "detail": "위험점수 17.37, 가중치 15%" + "detail": "위험점수 17.36, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 369fe2283b74b0476af89e194dfcf03f96d8f164..ad86bc1369ba6d178836f1153d41b79405214bd0 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 0238fc35aa18bba7988d9bc2d72281f7f5a53c99..11f03d7e079de2f566a30238ff19023c85e50470 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.84, + "grade": "dCR-B+", + "score": 50.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.69, + "grade": "dCR-B+", + "score": 51.24, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 11.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -853,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 7c1f6611b7361cfd66db7662072409ca7e6c0636..0cb84ea2165db6c9bef0d26fe6a793cc5df336e3 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,8 +1640,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index 98c826b1021d82f0bb71d2a8fa14b73d49f4017a..7e415589e06d4a779815813854b6abf244b2b15c 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 5d5584811bea5f70ba7199714317aa0d099c67e4..9eacdb0e7c920dd26b18985534a2a183b6d6db97 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.8, + "grade": "dCR-BB+", + "score": 36.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.05, + "grade": "dCR-BB", + "score": 37.93, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,11 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index d790a97a190203be2615dc3f50f478238d587438..e0c9881ac133ca05abfc9c2496e92aac9f470b34 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 2cdfd9901bf5e407379ae709cfa43c4fbe6dd889..a41f07bd15673c55e3fb4081da2622190288a12f 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.6, + "score": -0.605, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cfd971344cd3", - "target": "002920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index e955ae697f965f433fc21f44758d3ddaed2b5ff3..7861800092aa925f010964bf3f46df6962c85c91 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index 0ff8ae2a9dc0292211d023c4e7293a23332051f0..f90f9b03ba96e004e6db3407a4a79ddd7ec67df0 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index c74680775ee03b1f17bdc06e69a4e79187c86638..bb207671da38c24f10fd537e21ad9699622716f6 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:085e04584ed6", - "target": "003000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 037f65830c9c1f8a5633d5f78b56ffcb74b115b0..29e26b1cce3c6e918accae34315f65950a8f1ef0 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index e5292ea020d160bbc32e55a11e3b72cbd4b6e7e0..a19ba4708f20bf4f556b75a56fa172b766f3e644 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 0e846ae7173406ed9f236a80e25f3830929f21ec..0a8e78cd713dcc572b68cd08c8a2d1a3563b008a 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index f0255ef2b2566277931a92d77cea70d634c39385..cc50336bde7ea6e789a8b357f4b7e40ced6fa458 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,32 +663,32 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 22.28, + "value": 21.85, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 3.34, + "contribution": 3.28, "sourceRef": "axes.자본구조" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 52.02, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 52.06, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.8, - "sourceRef": "axes.유동성" + "contribution": 7.81, + "sourceRef": "axes.현금흐름" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 51.78, + "id": "axis.유동성", + "label": "유동성", + "value": 52.02, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.77, - "sourceRef": "axes.현금흐름" + "contribution": 7.8, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,14 +775,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003070/axes/채무상환능력", "status": "derived", - "detail": "위험점수 40.62, 가중치 30%" + "detail": "위험점수 38.40, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/003070/axes/자본구조", "status": "derived", - "detail": "위험점수 22.28, 가중치 15%" + "detail": "위험점수 21.85, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -796,7 +796,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003070/axes/현금흐름", "status": "derived", - "detail": "위험점수 51.78, 가중치 15%" + "detail": "위험점수 52.06, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.11, + "score": 45.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.52, + "score": 46.09, "assumptions": { "scenarioStress": "moderate" } @@ -848,8 +848,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -920,7 +920,7 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 52점으로 등급 하방 압력", + "현금흐름 축이 52점으로 등급 하방 압력", "D/EBITDA 254.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 9f57637b0e6afd2476711b4e09d73e3b8d286e72..4befc66542372ebaf8bb80c40258240e577f461a 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index abb4eaf22fd88405e1ffb499fe17ce9aae32098d..794f301e45a7477dbf74afcf8d066d3e587876fb 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 7d192cd5b62bad8481177767821839371bdfeeaa..d072410c5e42044e52b8229df75a0db3c5ff6da6 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 95fe51a16df01c6ef94440986e818679c421a914..11f821db363cf6e02c8662b178ef04f3c810dec5 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index 816741abb2f3a01a4d127a177412dcfd36469047..9406833f1eaf1b4a76274254ecbbf0f244ee3e9a 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 296b27ac4ca492a0901b0e90f29d72658450ec38..78e5fc3736d61164bff5c3ef94eb1850baa162cc 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 765b85a72d91a1be9b394a78d3248ca941813de1..d3ef404bb1dd4565cff86c70dff9af0091ec0d0c 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index a4ddc9762fe9089ed3fdd569e3e77b2be3751096..bb8215a023c76560e1231761bc875554e71c043a 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index d17b849da14e7ab1acca300e34353c8a16caae7e..f27d45f740ec3dcf92e0b1f71ba5fd006c0d4315 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index 62b17e3c164c5da6a5e448268d4a676100057415..d25cacc4fa4e4cdb56c1cb2ddc2a703c144bbb33 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 39553302a914d1e33550b8a6dce756e25d366f6d..510ea83c121c6abffc5a8babe5eab786af37e1eb 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 54600010a15c80cfc70206376db0d1e635c20c8a..0866206c63801a3417c880d949209f8b3460d986 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f96f348db6df", - "target": "003310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.504 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index e59ec5b1da09963ffdedaf5774304572d2ee3b3f..f89fab5b5c072a8ac8930d1383befe9a0d26e475 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 8c1fe181862a4ad815baa8cc5929a747d24b752b..2ba7f66701b4fa4592bc6d2c78e664b1f15fb08c 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index f0d522328dbaa027bc41061bcbbc7055826f6e23..f6a9f64015e36723c192a29a688d55b8350b93db 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,19 +644,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index da8a9a8febe74e0a91eb90acb29b0e09ae23dbde..992b779bdda93272b93228ac3a023d6c218475a2 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,19 +1142,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 09171ec6dd5053f78146bfa6b0c8db7445b5f8d5..4eef2694b010e1cc6b6d928a9d04acd972aa12d9 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index b999a3ea26b6d6792a0bcec645fbea51ebbc6343..ec2dbfcb073dd1823d3466f7b7967b77bc03d45f 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index b106b200387de81905016173f7b06e39c674a3a2..22fc7c0c1b33d05e02fe81f1bdecf3bcb0b37087 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 26.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,14 +649,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 9.26, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 6.25, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.39, - "sourceRef": "axes.자본구조" + "contribution": 0.94, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003480/axes/채무상환능력", "status": "derived", - "detail": "위험점수 12.03, 가중치 30%" + "detail": "위험점수 17.82, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003480/axes/현금흐름", "status": "derived", - "detail": "위험점수 26.00, 가중치 15%" + "detail": "위험점수 6.25, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 26.53, + "score": 25.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 27.35, + "grade": "dCR-A+", + "score": 26.67, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +909,7 @@ "notchAdjustment": { "totalNotch": 4, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.3x (양호)", + "캡티브금융 별도 D/EBITDA 2.2x (양호)", "지주사 별도 부채비율 9% (양호)" ] }, @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 920837ff85dac6aaac76c356b758ce9110d1addf..0ff8301d8b14a89d357c512af9302d711ade1810 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1576,7 +1576,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1598,7 +1598,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1616,15 +1616,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index d8a1967fd6e20da49eea60631f7d2f1f6690389b..54b7c74e3536c2ee5ca45c49e71001fc05ad346d 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index 40fed02fa4dc1d62b41681bc542e06dcfee85c32..8f90fcd7bd85a2d23e88ad11487ede95b2981961 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B-", - "summary": "dCR 위험점수 62.30, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 61.67, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -584,11 +584,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 41.72, + "value": 38.76, "unit": "riskScore", "direction": "positive", "weight": 30, - "contribution": 12.52, + "contribution": 11.63, "sourceRef": "axes.채무상환능력" }, { @@ -604,11 +604,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 54.48, + "value": 54.42, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.17, + "contribution": 8.16, "sourceRef": "axes.현금흐름" } ], @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003530/axes/채무상환능력", "status": "derived", - "detail": "위험점수 41.72, 가중치 30%" + "detail": "위험점수 38.76, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -717,7 +717,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003530/axes/현금흐름", "status": "derived", - "detail": "위험점수 54.48, 가중치 15%" + "detail": "위험점수 54.42, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -746,15 +746,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B-", - "score": 62.3, + "grade": "dCR-B", + "score": 61.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B-", - "score": 62.39, + "grade": "dCR-B", + "score": 61.76, "assumptions": { "scenarioStress": "moderate" } @@ -807,7 +807,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 10.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 90점으로 등급 하방 압력", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,19 +1167,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 56b2242943b060d1b57fc32b4809977bcb57d00e..92e611305f7635c9e64fec0a5ef3a7687cf5d6cd 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1222,7 +1222,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1240,15 +1240,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 13c5ee74c3d155c1a80508d5b912997209a2ca1e..41cdfaf14c9642740b0a8067484736b3105817d3 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.085, + "score": 0.08, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index bfba809002b6b3cf4f47325682779f451b740253..9e9090f14220410cd601edcfb94a4397947436e7 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,19 +1254,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 104310544d1806dbbd541a3319dede1a76d03c53..7fa9361a63479446dc211e90d335012c004d3541 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 8fd6a6f6c969ce1ce02ef2e716575e6ed55edcc8..64b71eb55b88c592e496593918d8ca3f88c7e256 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,15 +1006,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.02, + "score": 0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,19 +1197,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1480,12 +1480,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8cdef5972054", + "target": "003580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 40066ed18b640727d70f2014f1c808f8865f7388..43e4f12c70c49a925e952260d1cada793ec56ee0 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 6c5d69045cfc588439f17f76eaf0c4f8e2e09eab..0a1ae3f8db1ca5532538afcba89b0b566c918d52 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 9edb24f602bee0d5a34cf7385b21577255d90401..14a9c4447e9bd0d8b320a67f02844d4c8c936198 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 083c6b0dbbda35c308a2b82918217c80be642690..e21e6ba8a930a87fbbc8d5481db419641d451f96 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 33.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -673,11 +673,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 34.86, + "value": 34.55, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.23, + "contribution": 5.18, "sourceRef": "axes.현금흐름" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003670/axes/채무상환능력", "status": "derived", - "detail": "위험점수 28.88, 가중치 30%" + "detail": "위험점수 29.47, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003670/axes/현금흐름", "status": "derived", - "detail": "위험점수 34.86, 가중치 15%" + "detail": "위험점수 34.55, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 33.43, + "score": 33.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 33.92, + "score": 34.0, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 1.9x (양호)" + "캡티브금융 별도 D/EBITDA 2.1x (양호)" ] }, "divergenceExplanation": [ @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 4ffaa0e9f1f0bb01b9a4689dba018e69aaea0813..43e4c3bfb12cda100793fa6cdc20f1f6be492ad4 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,19 +1233,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 2a796fbabfd8218598bf8e66e76677e7c018d7ce..a0b14e9ba8a505b7adcbfd6bca49421667931629 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index 52e2d4610916ade338c76a6c479d5771428f2177..b4e08df5e01542f7bbc56b7501e9a4ae4232f519 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index b403798908950f56d27ce2290b612c1a840bafeb..9f1ab34ddf0049356acf835a65e25bd913a8daeb 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 70d471a69422ac4c29f508803310272817ddf625..0bc4ba14167430cda714c667d93dfb7114f2cc14 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 9dd47f7563e15b5831dc336621e4a0da56420c59..b5fb9e97a886891750bcd32e5bfd611bc8fd8762 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index e57ba55631d600bfbb5bca92f3e470b05f39e8a8..e05ff6b965e766710b924df11efebd3e55ad49d8 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,19 +1141,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 238df6e9bdda2b178d97bdf9eeede6d540bfd3c5..e94057a36b4296a8cdc010043868721653c0a232 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 00dd492d7bf6fea224ac7c1c4359d850f8e9665d..bc8c1bd4b1303c3c6e9f38b52a2860ca1735dfe1 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index f3d8b4d14afadec99d09babe01317fb76162eaaa..67fda3cde5ec04f2ce06b84ed83c9c7dbc0edd65 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 3372f16a29b78d3cb506e23c1709ede8c782ba25..64e25cf778f7b42aa41594b74cb7229fb4140949 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 191daa7955037e43f85dd07693efd2361b3a160d..3ae827f01b4c000581e282b2bbe4b1cd45004f79 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 24181a122c5dd72bf228cab2a2441030ae2a35db..c01069672328eaa4a56614e6073faf15bb16de35 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 31.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 49.9, + "value": 40.81, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 14.97, + "contribution": 12.24, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004020/axes/채무상환능력", "status": "derived", - "detail": "위험점수 49.90, 가중치 30%" + "detail": "위험점수 40.81, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004020/axes/현금흐름", "status": "derived", - "detail": "위험점수 23.59, 가중치 15%" + "detail": "위험점수 21.70, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 31.25, + "score": 29.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 31.77, + "score": 30.34, "assumptions": { "scenarioStress": "moderate" } @@ -915,7 +915,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", + "채무상환능력 축이 41점으로 등급 하방 압력", "D/EBITDA 32.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index 98d5585907e91c228d22b639c135fb3ad678a03d..f53b2be55dbfc071330d39f1809f3538fdb14583 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index fc7e31b653cedcacdf3d4d7cd39e9a29080d5ac0..cf9c045901fdcec12b2042a390487216da8abeca 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 7dd9ee00bcb406d163e9d1a597ab13b91ae72909..8d275f405ad63f892e76b8b345a76b260b64a20f 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba33ef1a01fb", + "target": "004090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index f635466819607c0d8c6264d294cb7c14fa01d424..bc07798da2bd931f582b05f6392478c847890eb5 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 33a3f231be24d7b5d6081722f09d5bc3a4657af6..0be804dcecf5f300527e50bbc8f0f03dda469889 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index b7d734a921eb7fabcc9fb6ed3ce8b4b43b728ef7..8c451b25d89ff11dee1c8a2dd8b7ba9c8284a42d 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 44ebace214d008220595ab152e965914b4b8b64a..96b9566121333ba7385ccf64616069956062fad8 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 4e7f99adb7c841c4a90de0e27819b51102cac718..e135dda881cbc5dacb92ecd014854b7d2bd643d8 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index d2a20e96d387c7260df8b9d4879f3c0bc8d8ce65..aefecf49a120293abb8f06fcc1b6a2e6f6468825 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index c7d18a95d90a0d6acc13aef1a4aa4afea6daa39c..a2cb11accdff838d9ef6d6b6ee3c2805dedb8a22 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index 44e0c63fee596a4e225613be3cdaa247dbdccfbd..e80bc12913970d2d309e3abe260b45d971069c76 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 406752cb9bead937626bbe34a0a50729dece6c59..90707a71ccb11fd1688c5cbb684abb3eb7eb8e23 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 6212e9e6bd20931f1d85bc2145f92651fcc570f6..7ff10fc0381f49821f9c3271f959dd69b6a0d3aa 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 898765dc6a87549fea10e8579ced77a3ddc99265..86e0b04c16b3e69fe9a15fcede58b92c320a18ad 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:24b62eed779d", - "target": "004370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 4a4a816f3c1d969d90ca4e99d5a2b092b7f878d3..4225c471ebdd3c09bd8b4066c0646d5ce6350dcb 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index 8e25e8c33ba06e514b73c73299cc73a380a8d32b..d51638bbaa95e9db6dc1a0c374c7ba763f54f4ce 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.04, + "grade": "dCR-BB-", + "score": 46.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.86, + "grade": "dCR-BB-", + "score": 47.28, "assumptions": { "scenarioStress": "moderate" } @@ -905,11 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1252,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index f624d44a8713fda6f4909bcb17f0366682968a5f..6a5c7eae608f9ed4ca09073a90a9367ffc3200cb 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.225, + "score": -0.23, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 5bac3540384db32b15458f05727fce18c4bb2d19..bc347da9a9af9f654cdf110ac01fd314f10dbd62 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index 4cf8eb70ed668d86b5222e4be06e6dadf1b94a66..a79a01732ecc6f5ea45d83c107d1e9e78f897f81 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 650b3623e31536a3d2ab72f4f405109ea8c59c9c..41ff91a5b6a378ff216cb2a2bcf5165d2f395927 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index b9c944307881748576f0aba17e91ee23d8cb9bec..20ee2fe2f462c444af794bfa1ffa1e707914422c 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 9772e96237b50985a8cb70d52ccaaa1bec3bff5e..37044e819b48e41ad1f6bf56b1a50d4bb792afae 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index 83736956e67f0027998ed5a14caafa4b4b99a8cf..6b03b6932f955175a59bd294a58814c5a48d46a1 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 292cfbd6b69e298757ee988723304fd19b3f3f7a..49c9d03de5777681a1715bcd70ca9a9392278704 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.01, + "score": -0.015, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 455ea405e9eb546499d797b5377ee20c3486be2e..884f127292aa58231858acb2c35881b3f38f7188 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 3d9f25a9fb7c45e02c7c030c83531db934d8a509..5d6944881241d378000eebc9172eebbc93873927 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 441f1e5b3e66460afc41b46688e5cf41b603d619..1f1b324ce8c548492fdb49368451643bae3ce9f6 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index b94e1bc771cea0fc771c7b097054718c82667dee..239fa25b9806bf6a367bb06075fe7010d02e5bb6 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:99cf5297f1f5", - "target": "004710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.471 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index 7c7713338b6839919f46ca8cfa4a5eb0518105a6..782fd54fe2c7412e162299e55765f10d9946b5f4 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index 82b5caac55033b3d5c4d18bbb623801306b21982..df0393602de63a3b8f5c0e28a6d4570ae2813289 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index faab88c1d6ea469d724ce89cfc7018da562b898d..395a102757178cc629817932036d1e9ee53d1540 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 1b85cf3e2466fe9a5d72e6318a687cb88e622a39..1f2581b756e84acaa29c4d1409c435ae84a1c9c9 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 79041c22bd6ad70e3da43f543694fb171d664978..023397dc2dfb3f238742b07750f5eb34770284b6 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 1a3b2268ca3abd4c588bb288f4ef505f26287936..2cc503b5e09589a055ac5e358ea7caf2386f0201 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index b7ff76707323cace3b356df4f0e2322a80bf1930..3cfd9ce26724c072354ca11c14a792fd7505dfb1 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 948151df628a3bb89803cee6197593903f77d03d..360d860270975df6915b6af733e43a9b6224e111 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index e41a2a8c0c3031f8bf362fab77f67c83e848b92a..e284a7ca4dbb872069180671558ada66d382edda 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index eff9e59136f7a288c8aebb06350a8dd3eba6cba9..41fdda1200ed14eb53d64c16e0342494c336f0c8 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-08", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1ff2952f547d", - "target": "004920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index ea5fcbdf1dc2c9d5aae589ae7dac893f9449cc03..330ac6f8403ec64504d2d4cd2b3fdb30ae05305c 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,19 +630,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 45da50940efa55e75aa108d0dc1bab0eeb188a8d..7e5436b9338ba0b017dec13a24e2b64417c30202 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index dd02c7f62d7af7f47e29b42e680a94b51ce84f7c..2eaa5817eb91789dbfee259d5bd563555d33f2cf 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 887ed8ac83fe6fa3e7998c1e6c8b85087d9755e6..4fe15dad853f7df67d5ab825ac759ab432b13554 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index e23c99b1276b8fe77bbd6e91b84914a33d5169cf..cb8008123edc85a0faa1533304d97437368096c1 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index ba2ae1fd7c5df37cf8cc99183a6bc6da2256bc3d..eddc98fe9aa6b149b12a8ed4cf113880f475efd9 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,15 +1087,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.41, + "score": -0.415, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,12 +1561,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:10ccffa0c173", + "target": "005010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.602 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 7c33b086c3e72946a11dca0af4fc3066c823b971..52ed4515defc102d7c45940e40c96bd837d58b45 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,24 +1055,82 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": null, + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, - "status": "blocked", + "status": "partial", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "blocked", - "score": 8.0, + "level": "low", + "score": 34.7, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [], - "claims": [], - "evidence": [], + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], "assumptions": [ { "id": "expectationMethod", @@ -1098,12 +1156,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1143,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1162,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1198,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1244,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1407,9 +1459,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 1, - "blocked": 1 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -1489,13 +1540,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index de052b6b0b51d9052fb6b2c5a15eb98eeab09831..0c55d121bd8e644b76a374bed6ba63c48aa44b48 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index edb043aecc526f3c302eac98fd25652926d8dd50..621e6bf25b30a03ee181097d16bb92610f889dae 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.77, + "score": 41.8, "assumptions": {} }, { @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index c19882f711776942c27369d64af30655324db6b6..bbf5c1cf05d4ca4d2462fd79199b0754141ef892 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": null, + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, - "status": "partial", + "status": "usable", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,6 +1082,13 @@ "score": 1.0, "direction": "positive", "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" } ], "claims": [ @@ -1092,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,19 +1119,40 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": null, + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation" + "quant.expectation", + "quant.price" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 } ], "evidence": [ @@ -1143,6 +1171,14 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1158,12 +1194,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1203,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,8 +1377,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 3 }, "gaps": [ { @@ -1414,13 +1444,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", @@ -1436,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "productNotUsable" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index a31516882f01067f352be9fb1ca929825cd4aae0..ec257cb2e41561da3fd2bdb9bd00ffedcf144487 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 88938f76f62a01055d032b3138efd5b2b828d627..7cfd8ec9abaa1bdff5f67d54e36893ac80a37172 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 46bb9b1ac50bc08b4db82dc8d88bcbefd1d5e173..3e51e43c3ee752b2147923cd725cee4ff90a9dfb 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index d55e1da501c69ba3fa8597f9aca28dd3a9a444a5..c689b11e0e296c43d74f5dbdea87521a9df2bcc7 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index 4f949e89006073909f24dcdc303964233b520b5a..df96937755e111a243f9aa7cf13cd9106196884a 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 419daa2bce332c1ab8dca15fce447babeb42f112..e3a18ed234d066e0d2d24670fbd227db18c3842a 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index e06ab41a5ca446a4b8d94b33f3e14dbbf76e32ba..adb11d0050ccb1b6375667eec88b129ceb9f21c4 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 26.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 31.97, + "value": 25.67, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.8, + "contribution": 3.85, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/005300/axes/현금흐름", "status": "derived", - "detail": "위험점수 31.97, 가중치 15%" + "detail": "위험점수 25.67, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 26.63, + "score": 26.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 27.4, + "grade": "dCR-A-", + "score": 26.9, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.02, + "score": -0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index fffa3e3be2abebbc504bf9b0280d168cf6fc96ed..13d29004a990ccdc1ad0450c01dc8167e5b01436 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d9e37103cf68", - "target": "005320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.237 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 6f12dabea7c3be62469ae186ea0b600ee04a0316..f5807605c01396bf61673dad25853221b8ab69fb 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 24.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-01", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 84d512807da0de839148c95f7dcae9c3278f2a70..d4a147fd3061bc6dffb987d9c8c8e01ce100c766 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 107조 (시장 지위)" + "시가총액 104조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 4cee9b3071ba952fd254da4d37802bf93c3d387a..60204bdc56855740377bae41ee6183a27b03a875 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,27 +20,59 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-09-27" + "latestPeriod": "2026", + "earliestPeriod": "2026", + "periods": [ + "2026" + ], + "blockPeriods": { + "representative": [ + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" }, - "period": null, - "knowledgeBoundary": "2026-09-27" + "period": "2026", + "knowledgeBoundary": "2026-10-04" }, - "status": "blocked", + "status": "partial", "conclusion": { "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 필수 분석 영역은 0/4개가 관측됐습니다." }, "confidence": { - "level": "blocked", + "level": "low", "score": 0.0, "method": "requiredDomainCoverage" }, - "drivers": [], + "drivers": [ + { + "id": "debtRatio", + "label": "부채비율", + "value": 113.24, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + } + ], "claims": [], - "evidence": [], + "evidence": [ + { + "id": "analysis.resilience.leverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005390/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], "assumptions": [], "gaps": [ { @@ -61,12 +93,6 @@ "reason": "계산이 완료되지 않았습니다 (ValueError).", "sourceRef": "representative.blocks.cash.cashQuality" }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.resilience.leverageTrend" - }, { "id": "analysis.resilience.coverageTrend", "status": "missing", @@ -109,8 +135,8 @@ "expected": 1 }, "resilience": { - "status": "missing", - "observed": 0, + "status": "partial", + "observed": 1, "expected": 2 }, "quality": { @@ -119,7 +145,7 @@ "expected": 1 } }, - "observedComponents": 0, + "observedComponents": 1, "totalComponents": 6, "components": [ { @@ -150,9 +176,9 @@ "id": "resilience.leverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.coverageTrend", @@ -174,9 +200,20 @@ }, "assessment": { "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], + "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": 0, + "drivers": [ + { + "id": "debtRatio", + "label": "부채비율", + "value": 113.24, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + } + ], "positiveDrivers": [], "negativeDrivers": [] } @@ -192,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,82 +351,24 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2025-09-29", + "asOf": "2026-10-04", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2025-09-29", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2025-09-29", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-09-29", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -415,6 +394,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -454,29 +439,29 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +476,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +503,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +525,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +533,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,8 +557,16 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/005390/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" } ], "assumptions": [ @@ -590,12 +583,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/005390" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/005390/product" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -608,12 +595,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -743,14 +724,14 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 2, - "partial": 2 + "partial": 2, + "blocked": 2 }, "gaps": [ { @@ -774,13 +755,6 @@ "sourceRef": "representative.blocks.cash.cashQuality", "engine": "analysis" }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "engine": "analysis" - }, { "id": "analysis.resilience.coverageTrend", "status": "missing", @@ -878,17 +852,17 @@ "engine": "quant" }, { - "id": "macro.company.sectorKey", + "id": "quant.priceReaction", "status": "missing", - "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", - "sourceRef": "dartlab://industry/005390", - "engine": "macro" + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { - "id": "macro.company.financialEvidence", + "id": "macro.company.sectorKey", "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/005390/product", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/005390", "engine": "macro" }, { @@ -905,13 +879,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 04c8fedc43f134a9edbca4698229bac3a5da698a..17f169f3ad6dccfcc64674797004125fb221b6cb 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7113022ffd73", + "target": "005420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.756 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 1467d97bdfdb0bc27877818c4b4c8e0450b6908a..1ba37988d542f0d931cba84f025257c85ee1ae4d 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index 47e4f030b6f88f1ef95b1dde19f6bc95c55568e0..4439eeee5fce8152b265f3f1c95ebd7fc8282385 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 114816439d3b6c2ecbac6eb6d88f330cff23d867..78b80de42710d83bf0da08c76504012dd5f32213 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 0c23bec0523bbe732b28ab4a96e2df7721ecaf33..e996bbcb5fbcd74b783f1e161080466745aa74ff 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 62d2449d906178f574dda78a5df1dedf1a791bc7..8b6ded33d62ff081148f2d19312483825cf9b473 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index f6b6e32bc9d7f0cdef53c32d1a9460b9a80609e5..665a1a170a001159b6016dca7123bfdc4c47824a 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 55da0bfb0a7b363d4fd3135db397afe6682d9330..7ed0ec2a45a885677f41670614427e34631101f2 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 4fda85d49bda750e25997b28ab217d6b4f2f848c..f34b4ebd13d152067298603e9836466e7ea18a05 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 8f0b5890285a88599446ac53c75ffc98b8577a7d..c34285009b359af8c7534f4e8449046ead3a7f8a 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index dfbd08790ddc836e63df4ecedbba4068393a18f1..9fbca67e82fb85a26e8efad651701be6ac03a3d9 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.68, + "grade": "dCR-AA", + "score": 5.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.71, + "grade": "dCR-AA", + "score": 5.71, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 3afc1c692714df47aa44d4314dbb6ff8f57d2d5d..e27b9d05ab6c564cf5351247df52ea7db090a62f 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,12 +1593,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f16b93604887", + "target": "005710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.87 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index e4d9bc604ac734dcfba15076876700e875874cab..d2a322be61fb83b82fb10b283b27683066662253 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 24.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 20.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,16 +657,6 @@ "contribution": 0.9, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 43.05, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.46, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -676,6 +666,16 @@ "weight": 10, "contribution": 3.06, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 22.25, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.34, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -700,12 +700,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/005720/axes/현금흐름", "status": "derived", - "detail": "위험점수 43.05, 가중치 15%" + "detail": "위험점수 22.25, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 24.68, + "grade": "dCR-A", + "score": 20.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 25.3, + "grade": "dCR-A", + "score": 21.38, "assumptions": { "scenarioStress": "moderate" } @@ -835,8 +835,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -912,8 +912,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.28%). 최근 주가 하락이 반영된 결과", + "사업안정성 축이 31점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 74fdfeeefc043bd96d713efcfb4e5ab577ae7150..3be7682897f2cc342a46c5ce9653c19d2a05b455 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,19 +1119,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 0f8667f92dd5538631045742652fa4f8e20eba38..6ef25ef503d27e5a1729bcf373a9fba57b1fe893 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index d8ab44728d5c2dfcd5a753275bdee9834917117e..f99447b7697831acac960ab52ce64b6b9fd4c002 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 096ec25d8c771855740780a162187f095147e894..02d154180d58a62589b63b7ea44129ff39fff069 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 8afe2049d58c8f4207f137723b0d4829985033c8..8231003c38372cc9a0232cd210a182760128e80a 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 09440f537ca0157c8868c7f22303023b988fef43..ec10736257050290a2a4ec196e908be5db0f6c89 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 9137b1adf518a2e102262e149aa7d9ae3b803934..8b554c1dcd74d88c3d58710fbe12186e93b3fac6 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1448,88 +1448,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f1e433efc0fe", - "target": "005850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.738 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index 06d0996f300c8028db0bb3efbbc8ac03ec1890b1..2d98d3ef399fc2659c7a5698011acbec527cdbf9 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 59204216db36d934291a2868aae96d614726d5b1..58d7c5fcfa273605223dc23b77f15ac0f5463bc8 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 55dd13a8ea0c4ea5c65bbdcbf90cf692c02eca3f..655578fa6b99a7384f266ee52803588aad918181 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index a663307be00ecbb6b3dfa39ff5e1bca797cf5903..7270c1ee9e15b52f16af9dc1656284581199b650 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index b7888e77ca4907b67d2c9829b1c8a4394608cd0f..3a1da6d78fa02b43b357e86d830202e3c4c7bd6a 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a778be01ce3c", - "target": "005940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 1aea6366f2fd959af3a022afae675fbe5ae9eed2..321ea9710b7e10347d648008f1e3bd9802d86deb 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index a4122e1590ff679c90464aa7a49a5e85d3a9120e..2aff7627ee9a49ae08583c4b01bd0bb6891122f3 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index 8b707c1eb014b55696aaca2f6c85f4807c76baaa..f5cd45094560b22cf7008949419ae4f40725cae3 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.09, + "score": 0.085, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 79d97981963e0085c1e56bcc1c292b37a2dde0eb..3a10651636bcbe0e317cfa61412b60e85309e277 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index f21e7aee8cd935a57e1a354fc59db3af0d30a246..67fe6adc09a29130b3d6e355effd5c3fd60d8853 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index 6bf0d0fc8366f5c2f6fd5589417b9f2ce6ff0b91..6d1835dc0e160c0da4c05cccfd8d3e5356cf04ca 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 91b075084515df98d093089a247348e3160e1020..ad5de60501e83fc242ede7676b2f09f7f9f94b90 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index ece8de274777df15c75f150194fd611d4aa47dc5..58866a35cdefda2f5a4725d55c09dae7cfeb1dde 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -901,19 +901,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,17 +980,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1059,7 +1059,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1068,7 +1068,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,19 +1118,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1437,12 +1437,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:384db7f2ec9f", + "target": "006110", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.806 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index e9c8d1560a99d9471d5237cf1d3232a50576b1bb..f80a499351d5e6658e6fb34f55c9f3727441e977 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index 138f0f67010627ba5cc3ac06af15d7902cd471b1..596a0338ee889123b9c906e39ee903dcdb2f0463 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 3aa16b6fba966970cfc3ded70d3b49e2f554bf72..16265416e9c456284a47dd517aa69338ad79f3ed 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index 13ca19df763fdc6fe385283e85344ab22c50628f..813e16770896da5f252366d6030b43f4912e5955 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 1301fbb2593ea04063cf7c34ef041ff7c0ccd7e2..aa755ed2acd7dcb43bd9fff916779789da3228c2 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 25.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 25.63, + "score": 28.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 26.48, + "score": 28.81, "assumptions": { "scenarioStress": "moderate" } @@ -923,9 +923,8 @@ "중대형기업 (매출 32조)", "캡티브금융 별도 D/EBITDA 2.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 14조" - ], - "monotonicGate": "A+" + "시가총액 13조" + ] }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", @@ -945,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,15 +1071,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1105,8 +1104,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1118,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1150,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1170,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1196,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,13 +1223,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1239,7 +1238,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1252,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1271,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,12 +1473,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:09ad69b41ead", + "target": "006260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.527 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 45df9e01ecd47ba09d64f65187555d4e3e0404fa..0078717738c21101c29f1f57413f43776577ae0c 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 297ff31830c9ebc69eaf558c7dc586548f10ac2a..249cf1aabc8f1af6e5e1e1337bce662b589bd0d8 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 25f915ab45339bf575b8ff663aba3eb6c33e5539..4de3231aa66b6c2aa9f31b27f83febc45eca9daa 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index fc351c3567c8ad1bc323d079bd85d4b5b26e1fe3..f54d65ccc456f956025340a547071e863a2dbb20 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index 976b9666605e47f0b28fefe99970b85da15148cc..cb425b8cbf148bed4aa64dc1123ba81eb792c255 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,10 +1103,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1350,12 +1350,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c280bcfa0365", + "target": "006370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.704 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index dd12654d2dda4d07553c2141f03cba7e3adf5b46..965bbaefb195f270299b9ddd885acf82854a6808 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index 25000db87bf7765db5f766da7e29af79d37f69d9..02e51f8082a6785fe685c29a7898ab1c63a1ce53 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index 254bdfe621d5464b1df50974f898ccaf1d6a0165..bc6e0043ec8348cf0be1d7cfa1bafd93748390f3 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 343.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 311.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index cb2247b074f2cec35c9fa3f29372aeb544ab8e89..035c18e8b902401a583880442c73a572c8e7e5d7 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index d00a620a9ab37a4182ee4441a8c85cd40b42cbfa..6237b0ab808c467ddcfa5e50ce713fd2c320294c 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index aedb3cc9ae0265298e06b881c33fafe18206d5b7..45917f0c975a1f7479f371f360b7775ebe622302 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 469504aed4ae675d3ff95b379516500f16a39b49..20b4c483bb4e9a65579eb8595791d081fd77d5cd 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 3474e4c89b15b961a18448632f9865f4e1e23bcf..a73dbc47b2dc376f1b7b98c756e5a4390e786f6c 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index b2f4f127c5e8b7ebcba920678278cb73d1ea1459..d69c762a37fcadf1ca67757e12837207048391ed 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index fa17ea10d06d0b250bfdf8bb5ba3f8d1cb467ee5..3195ddf52e97bdf02fd9edd228ee625c1af392ab 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index ace35b7614552def5ab2a1bf68692c5ae3139183..5d75657bd890848afd9b49bda1b586e8157c5df9 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,8 +1301,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 8822cf8cbaedbd97d41f96d0cf1e403ebd294e4a..a8e7c3beaf3cee0cb46d0a1f91956e836f67ee48 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index c097cadaf0db51cfa41f2ec000b9b1ba64021956..52b2bf5c5adce0a3fc412e5c3adfc1cdf093d4f1 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1515,7 +1515,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1537,7 +1537,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1555,8 +1555,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 7bb5f5cbb0309c916d2b8177721674199a98d5cb..5924445c73cda0ea6a2974bbb7e2b90fc5e147d3 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.11, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,11 +670,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 29.16, + "value": 28.27, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.37, + "contribution": 4.24, "sourceRef": "axes.현금흐름" } ], @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/006890/axes/현금흐름", "status": "derived", - "detail": "위험점수 29.16, 가중치 15%" + "detail": "위험점수 28.27, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 25.18, + "score": 25.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 25.53, + "score": 25.46, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index f64f88276c12ea2676dde853d4aa757d759f80cd..a765e99ebbc6b84ee97acdf91198ce887a57146d 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 348d59d4e8da1d8c5a0dc2b46a6f63111100aacb..d10da431474fa753b6b10649d7a4df61c8a9401b 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index 1f7fe18c84e9e246f8dd7059846f3d17e29b6198..f62875dd6ccba89cd74e568b405852bd8d5ca98f 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,14 +1090,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.675, + "score": -0.68, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index d88cd5ce1c04bc0e4c8b2ccb2376e5137a630605..8e684df3bf7519f47e0d81ba0738c6c94ba4ce3e 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index d02068acde66bd9cf279f3fadaac91464d174eff..60727ccb9875dc296e5bad4782e1bde2d0a47b5e 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1509,88 +1509,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0bbd9f8d1db8", - "target": "007070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.312 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index a72aa7bca5c5e64e5db5772bc0477c6facb10d9f..46ffda9bebc5552161269dd2ab522db0f69b9d91 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-02", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index c4600f36e383efe73624f5fc1e0f9707cda871c2..fd47f45b7ce0cebc46fa67718ad26643ae229cce 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 2fe8dad19be5af7da127bd7ef24dfdacb3cac564..c34646a75b7f0ce700f60b9ba14620901d582975 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index e66a17a42b47386320649de50174342c9334e28a..8ff765480159d49d66269ea456e3c7e669954e3d 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index b0351a9edb8a734557dabb1857b33597273ee0fc..16a075ce42056772b43aa9e8b80001feb04e5196 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 04cd345c8b22b5da2b6fda44d288c1069a6204ef..5f0222d48178a15bf757a15364244e0d80cfa15e 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index e39bf48f4ce1b374cd8fea201c6a1c0b402a645c..2a58108ec4c2be84aeff7567728974c5d60fb883 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index 15fc4f543d6531a9461d6ce8b4776d07d716229d..b27109c5bb24ef528da880104c96925828a31c69 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index ab1ce8dffcb8458bdb0f34031178d0a68ec50db3..23fc0dfb208be6c79801e848dc7d237cef59d20e 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 3e6e42d56a72b11358a16100fdd39032fd9b79cc..915ef7b727521282edca6cbf06cff3e6144c81ce 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 9c62a8d9a8521685cb13a4aaeb5621a811c58e13..7e4fe462572391e1a74ea6ecc8b0f8f01bd88f86 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index a82203d421ab9e0f9626a868c5a425d2995527b4..012a8f7ca36df35e2040ce382387140535a790a4 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index e9d3da9c76f4d98d30ebddff62a84e27e08fea3b..392e2358a5fca404c83692f518157fb3ebc0bdd3 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9998.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,15 +1080,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.085, + "score": -0.09, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 316fec9c2293acfdef2746ddbd5cce2f097f9a7e..6213947c1a77d9cb13ba5d463fa56e4e753d75be 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 36.13, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/007530/axes/채무상환능력", "status": "derived", - "detail": "위험점수 25.72, 가중치 30%" + "detail": "위험점수 28.85, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 36.13, + "grade": "dCR-BB+", + "score": 36.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 36.74, + "grade": "dCR-BB", + "score": 37.25, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,13 +910,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 2.9x (양호)" - ] - }, + "pdEstimate": 0.75, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "D/EBITDA 12.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,14 +1083,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.115, + "score": -0.12, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index b117a916e72a971f8594ec4595089fdf3f461eff..e4cd204922159844cc9e6b1fac753f51a29e8d8c 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 8ca05c8533dd7b9d3634fd9c4c3d18013eedc97f..576642bc2f9da9c0cf50c7858add4bb394598ab1 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/007570/axes/현금흐름", "status": "derived", - "detail": "위험점수 19.75, 가중치 15%" + "detail": "위험점수 19.66, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.63, + "score": 36.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.54, + "score": 37.53, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.065, + "score": -0.07, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index d483c65ef1196512b90e77b26c3ba7d400cfe1e1..79712c3608534f7aaeb56f9c518f11af3fd7cd87 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index 5e42435ca60558cf61a3cb4ef020863a7260c307..25500ecc5052623a1ef0487734ea5c12eba64c28 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 22.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.1, + "score": -0.105, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 79e420355dc6c81e077c57e8af059b217580974d..5b6ffd1ca706d61c6ff7f5b51ec6f5a3a704b1bc 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index 8805db56ebf5b2d01d67785cffa7d8f2b7f0dce4..eae0d0bd070518ec63f6c7dd69478daef9498b47 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index c0ceafedfe7106cf879fcdf61a670ca0389dd9fd..9b73bb9b98006a7d4ce45cce44f1eaa1b6ebf024 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index bbd697125bb4780ea5c7ce51384b43afc6b1c2ea..b389044c23986cb9ea88a78d87eccda5008b9026 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 64b1b38473fe1b6d80f2fe547618bd0c30ce3b3f..5833b804f1a9771d65f27ee7d774ec3ebda2baf5 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:835def9f32e4", - "target": "007720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.53 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 6450c9ad52b48e230a5d3aa05b40244325ac3f0c..137517b8fe01930a31b8a03dd181dd88f7e7de10 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index fc6fb1d66e72ba142dd7282885508dfb82dbfc56..a307b281ad55d5397e2e452d3306fe862688ffbc 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,13 +1215,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index b051b75d2ec5341f07bf616899ae7f2b15b6c3f8..da7e76c7a682445437c6cbc3b6155f2459c78cbf 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.42, + "score": -0.425, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 6b62aa6144cb3a33e16c98ce8242126b8a68a0c5..64ba8dcbf767588c44655bd6e10e5a9ed8224ee8 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,10 +987,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 85bf148aa4d814fc49bf01d520ffb2416324570b..298dd35f1cc19814ff3f8544d0530eb8bed9dde0 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index fcdf54c493975eb476f4351f15342c26f26f8a88..af863162d0d9763ae04e603bc8033ecc5f89e7d1 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index b010c0f7d14fdf80d343c199e803b0e333383117..406a9f93011010741ed8da0aed6acfedf78af09f 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 787309c78635fa80d5700f2fd95a36dc5ad6e517..6fe0716a70f528449f57f11f74df621c20afb921 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,19 +1254,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 6c189e9f37e56efbaac52acf130d22af3258530e..e29082778c4cb94d3d4c0530d25c7176a0668be2 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -642,19 +642,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 48ea2e0db3e3ca51939263c8e1c359394800de52..1faf882ee4fa45001d17f60263ecaa08342a8c68 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index 79011c74a1c421c00cb0d42e24b5d73f3efde11a..a5b99eef8f88b0554d11d1b179c9e0c96507d126 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,19 +1143,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 8ae3381ab3e3d2da8bf324e86ecd351f51778183..7b80190e6e8fe02f0898489cbfff7ba9b582177b 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -403,11 +403,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 67.25, + "value": 70.47, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 10.09, + "contribution": 10.57, "sourceRef": "axes.자본구조" }, { @@ -435,7 +435,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008270/axes/자본구조", "status": "derived", - "detail": "위험점수 67.25, 가중치 15%" + "detail": "위험점수 70.47, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,19 +708,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 171d2e888f2974ce26dad23ff91c9bdd1ef9b164..22d47ec9433d9df6d88e7aca16f475eb97063f75 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 95441a2f4c6731349d2c9387cd6dbe928a65dfb4..452787e54352d18d0887c7f64047acc1d9211552 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index f0db3f0c54af0006f65cab10f395b3a5d2ddcc55..c37e09efc3c4e6e2e24e6bdb904dbb079fef4868 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 45267250789ee3238d6d92bad0f38381f8223947..be21de0cf193500395311afd1887693e8656dcfd 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 5af8c3616d5f98d2e07643973e5ea7639d0ef36c..a3e8b11038e09b12bc49f1945dc5d96035b462e0 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 151441c09de37273cc5a44607bb9f4a2592c9ed9..adcf81e6661adda92a12f5cf9cf5af49442a5439 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 2ea3754efdbf61e1e3e069f018bcfc09f3477037..b4cc6a8142762b518562ad188c13a2ca1d1fed30 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 3d79ca0941ab5c9a8c702ea7eae313b4dd0e2e1e..3629a6bb8a09e8638bce0f368a581bf195e370da 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.86, + "score": 33.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.29, + "grade": "dCR-BB+", + "score": 35.04, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index bee621e7e2dfe20eab0bd6682644d327be2fb1ea..8bab30e63a51b6a3766b0c3a247b809df82468b5 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 0d541c2e2705611e733d5641a79ca7239dae592d..6d4c849c9ec368675be10c55b03e3b26be697289 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -867,19 +867,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index ea1be3ff0701cd4a50175bc91ca6bf0d5650730a..f9f407d369c4cac90babec99b4b69d6f7a399e95 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 600.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 590.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 0b6502372808833848a2d7a09cfb895454384066..93c3c4030409601571876ef331404101bc704e69 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,19 +785,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnava" }, { "id": "macro.company.sectorKey", diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index 23eb41d8e4b53bc238cffe581068ff5b19429e18..b067837c0729713721063ac3de0b56a0078410c2 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index c79ed4a2b01e29b8a87da9217185105602c4ab6b..8513bb35b986109fe38187e3df0638811804214a 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -662,11 +662,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 55.04, + "value": 54.96, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.26, + "contribution": 8.24, "sourceRef": "axes.현금흐름" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008730/axes/현금흐름", "status": "derived", - "detail": "위험점수 55.04, 가중치 15%" + "detail": "위험점수 54.96, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 273c57830e9b383f33e522d35a76e0d3f2eef996..3e36352c2b798c4fe6ddbc3fbf122a2328d38b6b 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 40.42, + "value": 47.1, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 12.13, + "contribution": 14.13, "sourceRef": "axes.채무상환능력" }, { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -774,7 +774,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008770/axes/채무상환능력", "status": "derived", - "detail": "위험점수 40.42, 가중치 30%" + "detail": "위험점수 47.10, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -795,7 +795,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008770/axes/현금흐름", "status": "derived", - "detail": "위험점수 28.31, 가중치 15%" + "detail": "위험점수 25.52, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.66, + "score": 35.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.35, + "score": 36.25, "assumptions": { "scenarioStress": "moderate" } @@ -919,7 +919,7 @@ "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 40점으로 등급 하방 압력", + "채무상환능력 축이 47점으로 등급 하방 압력", "D/EBITDA 56.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.445, + "score": -0.45, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 6e4569cdc7f73152f41181f1a13bb75c122387b1..cf337c1cf473ee75eea1bf020a6a0a97d0922934 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 56743989c46050da3a4a8f5b329cd70f741e96af..939821647fe6fc66e1389a62d9bc484089a40f32 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 23.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index e08ed579b8135580768d87f16c254a262be4a8a6..ab264266d1ff9d96f7bd215b954fa4e70a4d999f 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b928aadde317", - "target": "008870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.747 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 0baccba02dccc66ebcb1d603b0a29317de0ae63c..bcbe1ebd3ec28b420994331af6fbf7a6535d1f48 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index cddccc149fcca1c29192e8f3527eacdee48ec36c..7864be9bc23af95a81f25fdb2c2dd361af4fe4c1 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 129c09bfe662fe66a1f46c7da1727840d5e84586..cdcf0e36c3d13af9d829f0ea728b63022bc83568 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 6711b88780bb411ca2e81e78c539e257d1c82262..1c404b49719dd46ac0afcd793ad5745d8b9d11c0 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index fe1a2feea62f29c12add1e3b1d23b42e7db0455b..9784eb4304ea64d5d33a621be0fef410bed3600c 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 43a488b9ae8b138c452c10c03ccfca12b81732ee..1d4b298a2ddad58fd969330a5717133130821348 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index 1502dad0fac946ff345f99425aaff182373f3a2f..d69fda1aa7b791416f470dd04e774ab888b77a03 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 53ebf288940203491b4dfc5dfd9c340ae7e514fb..f7b4298d934c776e670fef31f45131038bcd51ec 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.03, + "score": -0.035, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 383aba1c2bd62a0b3b034c41a554277af3f23fee..3c9d073072f86df23ca03b71c8787fd05ff7cb47 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 1f9747c9db68e3fbf82ac39e01949897e30bd7f3..a0ebf63bfc6f523b3de96d64cc2079c741675b35 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 0756fe42ea3a97b06d282f4675f36618dce61255..d18b4f8c28e00b1a67f4da20275fad7dfd4415db 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index e6aaf653049c7972c9dce58e857e7dcc952e3667..ecad5ec483e2741f7e8915f0a82cad8c524605e0 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 47.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 50.29, + "value": 44.74, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.54, + "contribution": 6.71, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/009200/axes/현금흐름", "status": "derived", - "detail": "위험점수 50.29, 가중치 15%" + "detail": "위험점수 44.74, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 47.01, + "score": 46.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 47.45, + "score": 47.0, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 75859417467576e3f38672bf94addebdf3dbdb9e..104e58778ffe45838381bca3edc506ce80e87072 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.16, + "score": -0.165, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index a445e5d84cc3240d4442c30f73a717d59a6a5374..002fd2fe983404f18d4e3d75c15222a9547e0601 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index d049924b5b3a224be1db3822cf2eaebda9f85ba9..8ef1bf7566ed613aaf70c23e3e2f093c5f14635c 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index b59ee35f115c5c89019e59c138ee142414f9602c..e9b4ccfc6315e6a5809e36990be4a5dba976a512 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 195cadce1e9dd29f65633421a22fcdf88dc06eca..7e272591dd19d0ec9d951f921b695aa7418687f9 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index 1b500c546226450bf4d7dab380b159bc9abec5cb..6db44a596970195c69e31050936629e11b18ab71 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -953,7 +953,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index bf96c28bfaf982143f9b43666c18c264f0c6df0d..2627e671edf8d2109677c64e17898ee9ac2363de 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index c95dbb778787ec6bb6df0d553cdebce50b0a1e52..126f2b685c41cf51764cf179cb466936f392b63a 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index f6857a71993ff5f168e3fa7f5c8e9862cf82c867..a669ced21cc2d86645073ed4c1aeb08f6e7744b1 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index 0decde8a789ce98985ff656d6d0336d5f6c7b2c6..b8ee0dcb5f913ed2471823b0d4a45d5c067d6f23 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index d5975d0c22a538be17589c250867ae84fccdc3c6..14d08591428be3a72f90d482b5172c2151c7aaf9 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,88 +1514,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9084778ec30b", - "target": "009450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 2f6ffd8e484552186817a7a73bc38acaa22501c1..d73c36dcc51b70355f5691acd9e89549ec559d66 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index b6bb6e2de274bc8c3573f7484455500f39912945..f1ab3451ce0a03e679c97fe012a2fe558a89cacb 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index a3909f4926c12166302503031d20844b2eb94e9f..f7c6906dacdcd1e88bbe4221067823ae8a6c3a7f 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index cb423f3f9902fe355ccd36a3dcb68aa167189afd..6450d8ed721ec6d93ff603b7a8cb6ff28b329ec9 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -833,8 +833,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -944,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1269,7 +1269,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1287,8 +1287,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 8b1b0ac9712f7de12f3636b06b85f2f1d4245a76..5e05241445df8e3fb281d11bab33c4d655995aa0 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 65c1d96ac92e5871028edc576a92a02636e512dd..737192c87814822ca0ffbc0ebfd6691d85054e08 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 9401a12241aaf533a6c452004da9f14a04999a2f..56ab301ad185ca6097e1695a5a95f1dcbc5a6d48 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,15 +1074,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.025, + "score": -0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index a2a18b2e4bee12a79b17ce885592659c804ce54f..305cf663ecbf6ae79a6087c3757c09a22659276b 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index a9058911ac25896b0b1f2dee9d7c72b15b5f49ad..09d770dbf23e1bcd4de2b87bb798df4147a0cd7c 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 053552a79fa33504cf88a900f5c6eb631eb1ed3d..cd56b5f8c46d6305c86ae94c64fcd0e0a2ef6a5a 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 189.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 180.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 9e368208d2334bc2f8a4812c5062f72fee120656..1506bc87390acdf439bb0295a9ee0e8e651bf527 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 355419cfb63a7283923bd28234b220ad38aa8e9d..15489ad9485dca2ad647ef7e846d5cee2ffa45a8 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.56, + "grade": "dCR-AA-", + "score": 9.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.32, + "score": 10.06, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,7 +911,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index e2d0c82f61e64fc0a89ee9c7c40181f5a782cbe8..46ab79cf6dbc0af3886a85349f95432f89079b43 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index cc2f74ea55ba6b83880a1f9b7d4564c859113034..757c6dd1c78cdb865b65773e042076421fea4563 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index d4640456f5c7148b6606294560b7f9437071f1ea..b1297411b05d154866bc50f266b3dcd6dc1cb7ae 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fd0b18e223ea", + "target": "009830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 68f23dad600d2712845605fc65251a55c99e6781..3a2c25177a088944ba716aab9fa6688fabe441c3 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 22195af5f60992a9a2d808f545ee0e0c40ad1cbd..c4422f5ca91c0dfcaac0a37cfbf37a4d875e6b8c 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index a6618b6f5371cccd50f6f176dbc673d60cbf0a1d..6857b242d472611c6608b703450171309b091c69 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index ed2da34589f9cf99f6a090434563effa86a299d3..68117401d022b6babebb823b116fac49cd3d35d0 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,19 +542,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -929,7 +929,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" }, { "id": "macro.company.sectorKey", diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 8f3f393120b4296294397c50cabd29e37116f062..b8b3c77e9799b2bd49912d747309ac9dcb1e6465 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-06-30", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-06-30", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-06-30", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-06-30", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 37ee26cb52a274c433a0c819a4516c09c99906d8..1a6402c277f0b96c8a38e7c835e5a74b3c45b7e9 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index e8f303c9bad411ea0bc44d927288151beb04c5da..40e36a8aea9384b320e7e1c731fa6de7ef445bf3 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,15 +904,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1483,12 +1483,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a4f5dc5e753b", + "target": "010060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.78 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index 0ca93eb70348b858ff109791f4ce0152a6ce976c..1bbdd7d204f104b4d615105fe457d6962b1d56f9 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 23.45, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -662,11 +662,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 38.79, + "value": 37.86, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.82, + "contribution": 5.68, "sourceRef": "axes.현금흐름" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/010100/axes/채무상환능력", "status": "derived", - "detail": "위험점수 15.92, 가중치 30%" + "detail": "위험점수 17.54, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/010100/axes/현금흐름", "status": "derived", - "detail": "위험점수 38.79, 가중치 15%" + "detail": "위험점수 37.86, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 23.45, + "score": 23.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 24.28, + "score": 24.46, "assumptions": { "scenarioStress": "moderate" } @@ -910,12 +910,12 @@ "notchAdjustment": { "totalNotch": 3, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.5x (양호)", + "캡티브금융 별도 D/EBITDA 1.2x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" ] }, "divergenceExplanation": [ - "현금흐름 축이 39점으로 등급 하방 압력", + "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index 5fc66e519f6f1cb9c848d791d1bac7daef4ed661..046928958171ed8138f966ffb1ac02ebaa990288 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 42cd00313319f2ee84818dc210cdad52c44dc99f..8e62302f98f6162978e638760f0c77fbd2e49372 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/010130/axes/채무상환능력", "status": "derived", - "detail": "위험점수 18.71, 가중치 30%" + "detail": "위험점수 18.73, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -822,7 +822,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 27.17, + "score": 27.18, "assumptions": { "scenarioStress": "moderate" } @@ -916,7 +916,7 @@ "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 23조" + "시가총액 22조" ] }, "divergenceExplanation": [ @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index d117db6c6a4bd22ad6238da15439c14240661ec3..229fd0b89599eb3d39d1be5e97f047d452a8a2fd 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 7484e2ed2ffa6cd11319b8d0cf1f849f32695478..b224e6ef5d15dda1e3d8744579b9881f7f3b8411 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.145, + "score": 0.14, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 8849316bc4e0e8c2b0883c9ef0e1b3447a5d92bf..8cc580cea96285a51114dd9b953a277a037dc371 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index 14414fb9db70c5b384240aab63116c55abedae97..91ab181b9d995da42a1e71b43ae24a24d37ec2b4 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 29d26ca54291eaa007fc066d90b182f25af7a73d..a06f6294caa21544b60e964c140e9a653cd65bfd 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 0608c4943ab2434c0cd7a2ee0466bd78156c6e96..78b24543dc8ce5a92c7d82390677610f81269b7e 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index 24b3bae01ab4c8740731b773bdbcaef89364d604..417e915dd739c2f81e97ff235a5405774e8d11d2 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index fa7427a11dc3070a5b099e1b0bf5f2f0bd393d09..090e6f70e7b59c65f413267b40d17e49e06f7890 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index 668a8b955dbce6ebeb84085b6a00d8065e0158a6..5db32b64972823e1097d85853da76e4f61e099a2 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 8a99a49fef14f0ce866081c7f6ca8513bdd5e8eb..df4c7bd0381e4dfdaa8ddb03d3c96dda2a32f9fd 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 7ab0149a1d658b8c5bcd547996323e06e0bcda57..274da1cff8167e7d862fd4c8c117aeaa247b045d 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,19 +1103,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index b9b5de0a0fcc512b25682062ba9f46d43953b74a..4c12f3a03017d485bb40f7180c93a156e761583b 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,19 +949,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +976,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index a905cc43e2c4ea41d456e1d07dc91a33215795e0..673c29a516acd1a36bbb6563122374a2032a5127 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 1f2a7235bcc039378b8f37c1e40bf14185c838c6..1c31bb6260495abfc187e639a7c55cdb4d36a075 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.66, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.66, + "grade": "dCR-BBB", + "score": 25.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.87, + "grade": "dCR-BBB", + "score": 25.62, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1127,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1214,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index a2f887bf8e2d50348c372c34c8415b73ab4a4f39..30d3b9bc334550e94209cdd44a5253e0881818cb 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,15 +1086,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.08, + "score": 0.075, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index ee1e0a17079579927afb8bc2d1a68bddbe4ddbcb..85d6e21dbeea0b46f64adb7ee40e9cac08152fc4 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,19 +1280,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1307,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1677,88 +1677,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f898791f0bc", - "target": "010770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.712 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 7bfd468176e2675a3d762cb66f9b2e8e8a6ecff1..a3eb9352d7b2809a20f8e8e9f503788eeae79c7e 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index d42cc96368ced6d8821297889a8bb716ecbd09ca..ae1a9774d37d2a55b453bab137687f270cdca85a 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -739,6 +739,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "010820", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -768,10 +908,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1033,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "usable": 1 }, "gaps": [ @@ -907,7 +1047,7 @@ { "engine": "credit", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" }, { "id": "industry.sectorMetrics", @@ -952,9 +1092,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -972,7 +1128,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 908c2013b1f45ce1e0e0d6d33da8a3bc356f07f8..d223d5bc3aca795ccdda3c5f083c7152240f5067 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index 51f23e7ea2b9f2de183a9fb09ea50e9796f46b46..60adfcf7843bb80c501f52cbe9cc51dd4eabcbc3 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:58d9389b2cac", - "target": "010960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.328 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 2fc084f872f1cc17c6bb7bbcfbc6da3d92ddfd71..2b301f256a0aae4dd78ae61c6494be15b1df1da2 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1723.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1706.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.0, + "score": -0.005, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index 8787549be07b857ae8b5d43b5d1f0dfdeec45713..efc208c8c3616dcf89d9e683094ca95add198794 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index f449a80fc448f371c0750d499a0444f34c205768..8da6d4040cadbe95db62fa66091d4252c35af8dc 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.31, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,11 +664,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 36.19, + "value": 35.91, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.43, + "contribution": 5.39, "sourceRef": "axes.현금흐름" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011070/axes/현금흐름", "status": "derived", - "detail": "위험점수 36.19, 가중치 15%" + "detail": "위험점수 35.91, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.34, + "score": 9.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.69, + "score": 9.68, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index d4877f1a88b24c3afeaddfe606eeff4e70b4607a..124cc773b1475d18e53eac16280086a058a0f0ba 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.315, + "score": -0.32, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 7b714f6d115262fcc273d16501269e0650903e84..3a5d24ca8141fca79dd0bc69de62616c33d0a7b9 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 223aef50f9b4fc15bc023b12dd642253a8c408ab..8fc905e73f18bed57666aa80b8615c7fd7bc3285 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 3d46bd03189a7ef9f4e9caf524d55b011a910855..b99ea992e4952df10630c087dba6cc6c26f25a9a 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 653f08ea1a8ceb76c73fcdc0c282a749d5e7cfe6..351341d6f04e5330d68c773eccef5119ceca7b80 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 83832b7d5eb371532b9d6806795e19e056b785a7..12fc4cf6fd15087e54eace7b87b0578c21bb1322 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index b1cb9dfe2faea0b5ca3f6ec83cf787999864ae59..f37a275765285e89224da99d70f8709eb37a3088 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 652c37718b23a8df9b61768daf0abff66951d2ec..5179ed9b1ff51fc1201dfcdfaac3e021ccba5eba 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 44.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 48.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 21eb9f4cf98c3782401fcf6882fd1939e7be69ef..39b55f98a749aa00e27ab0e48030ae1835ea3ec4 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index e14f97c543d8fe939b75806cabcc4ef4f45632b3..54f683a6f4a8445a81b2a6115e323bca882afa02 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 29.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 28.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 593cd2a7fbefe09712dbeacdb0aef65a4fa05711..0a669e187eefa5c868b81d76427080f11300b6c7 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 346823b9fedf9b832217137cbcf043ed4a954958..6dcbb85b9d697b2f5ababc8839845d673f6829c8 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 7c1fcee91e2ce45b87845f124b3c5f03425ec0d0..74c7ec5f9b40ee2d1940f8ad24b26f34b0b5f71b 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 35adb89b3e4ac22df891088843f186ea9ba2986c..d3157e008b58325c1836fd2c48370f49b305eac4 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,25 +661,25 @@ "contribution": 0.76, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 39.44, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.92, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 35.08, + "value": 60.93, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 10.52, + "contribution": 18.28, "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 30.59, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.59, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011390/axes/채무상환능력", "status": "derived", - "detail": "위험점수 35.08, 가중치 30%" + "detail": "위험점수 60.93, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011390/axes/현금흐름", "status": "derived", - "detail": "위험점수 39.44, 가중치 15%" + "detail": "위험점수 30.59, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.89, + "grade": "dCR-BB-", + "score": 45.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.36, + "score": 45.61, "assumptions": { "scenarioStress": "moderate" } @@ -839,13 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -913,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 13.20%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 61점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1082,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.385, + "score": -0.39, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1107,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index ed9add2108cfc2f108e2fbedf13de3f1123c16a3..0931a8191aa7a0812e8265481517fda5fea4cbf3 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index 462d8044bab71c38bf7ce4a52eb91592b35d46d1..be6baa98271041bd3a43b3dba614225495ea0ddc 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index d09329ea6b9e67121311910c6a4c9bbe0cda2109..944d77b06b48d93fadd4f9497ec88f875c42e6b7 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 4ce1b83733adf26e522b309c28d26f6937551dcc..788623e2bbad7a611a871006478e664da5bf4a15 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index cf5c17b3f5f1008f3b767068f027228788976e2a..271205a2eed51e72ac5e2ca7b1443cecb41c1376 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -511,6 +511,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0115H0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -521,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -812,7 +952,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 2 }, "gaps": [ @@ -936,9 +1076,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -998,7 +1154,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index b462ebb4e7992374c396ec93fe5a584480d0cb2b..0dbc486b2ac9950c8ef7dd508dda8847fdea15f5 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 8bee5f153f7c90b40dc2e4bd2f86c07b1ac35c34..25c99a6aa10d061ea11d0e19ff9fce0dec65ee20 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 4ef456d0d68a296910590b823292d8d5fae51345..297afd2205cda11f4ac56e8a9649a790a3749199 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.055, + "score": -0.06, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2a0a1a755109", + "target": "011760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.833 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index c5ef912487811eb04b06862472153e897b5bce4d..96a0730fb21bf2f546b9297d778014a1d39e44c7 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.025, + "score": -0.03, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 31e124d20972eb93501eadf04b2ed41c0e95c755..31d241b5a126d09cb321340eafa57ae6aff806e2 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 2e76f87044a5edc40badced128c9a6bf1f4739e1..580561c0525c6298c5a8e8ccc722d5bd26c418d8 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 3656b2842eb24581e840af874057f63578363756..920b45a9d4f153880c113164f64858bd594594e1 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,19 +1250,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index c49cb2307dfc16272905943daf62a7cc5c3423ad..8aa122220fe094ab499584783a19e2ef8fbb2cde 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 45.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 40.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,16 +660,6 @@ "contribution": 2.76, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 46.99, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.05, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.유동성", "label": "유동성", @@ -679,6 +669,16 @@ "weight": 15, "contribution": 6.76, "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 39.7, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.96, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,12 +703,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011930/axes/현금흐름", "status": "derived", - "detail": "위험점수 46.99, 가중치 15%" + "detail": "위험점수 39.70, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 45.15, + "grade": "dCR-BBB-", + "score": 40.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 45.68, + "grade": "dCR-BBB-", + "score": 41.2, "assumptions": { "scenarioStress": "moderate" } @@ -838,8 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -915,9 +915,8 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 47점으로 등급 하방 압력", + "유동성 축이 45점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,88 +1513,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ecddc44adae2", - "target": "011930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.58 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index ea44f53543c8a12631e67a1d58d282aa7f83fbb6..72b9231da4dc473c4f6c28557f1ee7de5575041e 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 138d0f80c3b474ea909ba3293f0283ae7e5233f7..2ace1877e935cd7ab837365fee51e5862e03911b 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index 0e00e716035b9a3c994a8040dafa33f6ab5aa9c8..a89312a47a91dc132c058b1404591676560250f7 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.655, + "score": -0.66, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 57233e978ecda0168c9f1d4ec3c2cedddcdfab0b..3f2bfd68f016346db46942e35400e674bc5948b0 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.34, + "grade": "dCR-BB", + "score": 40.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.01, + "grade": "dCR-BB", + "score": 41.07, "assumptions": { "scenarioStress": "moderate" } @@ -833,12 +833,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1429,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 2bed442fa0b275d194daae37646ca96752db56bc..34352479a0dc59ba8e37683f94806703a0eced6e 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index dde56ba60855f2914620a8cd2960f17226b58b4f..a9904e7453a5f6e807390bbeb49a752d05c369bf 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -756,7 +756,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index de6584554869515ff519819112e295e466a52905..7677083c2ebe2d8032a36b88e28b05a36f536299 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 2fb208e77b282c3aebbcaf4358635442c634e588..295bd33af5de9ebb153bbb0fcafb94b90048d6b4 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index ce82ac68012561d693e94e6402b93c2aaffd82f8..dfde70d9cec21e37d67a1aaedd34c5fa8645dd42 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:955435b1d129", + "target": "012330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index 5e2a1fbcb491a3df4f696ae88011eb825896e427..1e9afddb887f4d57295542f086e7586cbdbc7c63 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 201293991eeac23665bf9978c275c78cac4d6f9d..094b251cf33b2a4cebb0a1fa88406a97e96fedcd 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:459ed6547c29", - "target": "012450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index d593457a6b4f5e25142ff19bb711977ab3db650c..c2b682df5170ab12e2f842568b466c92d69a9cf0 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index b150633a052b08d57759af19b34982c9ff3476d0..dd457b7d67319e56aaf984819718ca60b0df42a4 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index da91ba308c3d69580b7746987ecf3114ae016891..990efd291a2027dc77cff165a98044413b91586e 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,19 +1236,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 209f69dc7482b866c12c8fa5b5fe75784e8c8a3e..02099c8703d69322f21467b4d21758e4ff9f5e09 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,14 +1081,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.15, + "score": -0.155, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1563,7 +1563,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1585,7 +1585,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1603,15 +1603,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 2234d5b81dcf887831ed3a7f35500befb685cd78..239c6cbb10fd2ea4a0e4397ceba0f92999e1c1e3 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "012620", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.99, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 23.36, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.34, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 45.87, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.88, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 45.49, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.82, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/012620/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/012620/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/012620/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/012620/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 35.18, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/자본구조", + "status": "derived", + "detail": "위험점수 31.86, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/유동성", + "status": "derived", + "detail": "위험점수 45.87, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/현금흐름", + "status": "derived", + "detail": "위험점수 45.49, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/사업안정성", + "status": "derived", + "detail": "위험점수 23.36, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012620/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 28.99, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 29.64, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 4.15, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 28.86, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 17.77, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2023", + "score": 20.42, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 28.23, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 20.98, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2020", + "score": 41.96, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2019", + "score": 15.54, + "grade": "A", + "pdEstimate": 0.06 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 46점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "012620", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.244, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.075, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.244 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -767,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index baf0f6225c3f8fc7d3c2abe66613471fb8b9971c..d2d5eece04ea0aa73ea8757f04df890fde938e90 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1052,13 +1052,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index cd1bdf7359a1d0f75eea9575ef4cca6a234be33b..3e7ab69f8a0d0a86efc30fb43f9b2d1b684667bb 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 37929beae15d0f33b1cd82ec078e8c3abaecbd9a..6b9b4536508db8a6b4737d51da83bbd0f3101715 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -493,8 +493,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,10 +524,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -537,7 +537,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index d568a199d6e27f5fdd4681be8377bb63d52f424c..edb415c8d42dab613efca8e2f8152941700f2571 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index f9737689c187c9ae6bf310904d2c1866619a9281..c1818fe642a6a9701ae4a824a6df71a0bf876672 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.02, + "score": 0.015, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index e4b3aa58f38cca6b18b4101a266bec11bf223b89..00608404de22d7b14dee9dbccf0567c4b60e3e17 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index ae4ca2ffc0ce962290737d123d064090ed61ba8d..487d3567ec0311d89d5dba9333d3bedf7d1bb9b2 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index 5a8fc8184fdcd474cfac8089dd5d11a71f64d93f..e0c2ed0b524281036577a53075d3a7f5b1fb9540 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index 5d2bde8d92daa17240e64042c9eff34e49c8865d..13d2bed58d267e483f7573aec09b502515224644 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index b510a70237ddd697a2c09236198f27a5bc9c3a1e..21b97f080c1c864b9a3ee3c6c05124a24eda1742 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 00704dea686d4e07c2ec81f22f0a2601c6cc41f7..8ea6fc332e3332402e0241bbd9a56d95e9d94f7a 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,19 +1262,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index 464d0042af9dccef286d1243bdee822bc020f43b..f095b928783e13a588a6994303921549c25bd5ab 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index b32bf2a671aa41f8b24c762d0e648c6681d50584..246671158bbaa10ee54969d70e91ee31803bc082 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 2ef683898bb4da639a0989be76e69aa5f80f08db..8ba22bcfc5651a600df425ae25be090660b11eed 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 8044d580e438ef7e94788c8794ee53b8aeb76205..35e1e73b0d66d4b59b67797b5c68831e9d944f1b 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 648a8e85dabcc8d180c127b3c07d01dd99c2201b..9a8e3725e04f143d4c29858f1d0c343f641fe71f 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index d560189238fa25d7ca27b284b923ebb3933bec7e..0cc7cec76c6cf292fe7111baeeeaab82ce949753 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.08, + "score": 0.075, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a11b7ccac0c9", - "target": "013310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.418 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index a5fea7e3629fcf6a071432599e1ad9bc8cb4dfd5..b2724d7d9b5fd9d47929f3fa015a451037193352 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index ebf1f28727f4c3f5f7e4aeab28ddea11040321ea..57d94a4cfbe3cde7012a119b9311e9cbd834115d 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index b8d0c91677a83b11534ebacd6c2b9abcae9464f8..403be6089027028dd0c595ea72c011affb8e528d 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index e75b41b6a62b869d643b33dff0c2e93711e406e3..fa233fa4aa4dabe5213bdd45a85a0d5911d55a4c 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,88 +1380,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d2537b23b124", - "target": "013520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.446 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index f9dfac13c0f0708452d17d73f12ed05f55942593..88edf280d77bc0d3d4f09ab6c0c07aa50f578d5f 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 6a7b0e4eabae74c9fee14c88affda22926ee99dd..6bccbdc92f5dc92a142af405ad01b9def25d4a5a 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 2702f6f09101cd24d7c2a653766d00cf8ebca666..49dec21c196075111999f8cf33629e0da23bfe1d 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,6 +609,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "013700", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 20.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 61.41, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.21, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 33.72, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.37, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 23.69, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/자본구조", + "status": "derived", + "detail": "위험점수 24.22, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/유동성", + "status": "derived", + "detail": "위험점수 61.41, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/사업안정성", + "status": "derived", + "detail": "위험점수 33.72, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 29.3, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 30.96, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 18.16, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 26.19, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 60.73, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 52.7, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 57.61, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 66.74, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2020", + "score": 58.02, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 21.52, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 61점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -736,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "013700", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.422, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.505, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.422 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -765,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -968,8 +1456,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index f27bdba095029749e0bcd272fecea36bf22c41dc..3788f671e186f51455fff89963b57255db89d34f 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5f7371e50f4e", + "target": "013720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index fd26f78d49d880175750695609a9efa93ad0ce32..43aedeffe3427eb69cd0bbce62301d1d1da2c573 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 58af55cb15f2b51ed1a0a56c9359082eaa09beb0..29e838e09e5fd9fb1e5acb2c70259717b159ffc6 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 739093bc97ece981cd0dec263d262d48e2db5aac..d0c68520e8caa087593eaca22e8fe322f27d951e 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 49f5f192f1907b47a742410bd1dc01b0cec9211d..c89db87a4b3c5abc93d6168d6bfff365324f9aaf 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 6dbb8cb83c5b01644226e2c7fa3fac0f61bfe3a6..7f6db90d6e83ffb4485a2f2f7b9c4764e0d27d36 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index d2e483b3b1aebd633608e3feff3d07279ea355f2..6dd8630c9571d9ce2844f2097f3fa7408fce5c8b 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index 3d5c06cfac5b79eebbc21c36722e024b89232466..f2402c43b23607ea28626c3b13491fa3b8c3999f 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 3c7873cfe7226770e82c2fe083d5accdad27b89c..2954c6d4a8476833af2d57031c1815c54b18e25b 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.03, + "score": 0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index b901213bbd6e7ac024de5bdf1782541ecee385ed..c147ee62b1fe921aa375e7aec179dd67eae44ad6 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,19 +1255,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index 5255e4351de4ffe9f5fb21cffd7d9c43423894c2..c9f925677675de35c2cb20c129f0fee70737b774 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 40.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 43.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,14 +669,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 40.1, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 56.95, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 6.01, - "sourceRef": "axes.유동성" + "weight": 30, + "contribution": 17.09, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014280/axes/채무상환능력", "status": "derived", - "detail": "위험점수 39.12, 가중치 30%" + "detail": "위험점수 56.95, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 40.11, + "grade": "dCR-BB", + "score": 43.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 40.69, + "grade": "dCR-BB", + "score": 43.87, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:315270335a54", + "target": "014280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 1f198cc361b8ad0fe1a44ddd0630ba70d220f348..f36ed357c8894faf51eaee9b12ac499007c0e471 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 1e0003f02edfb3592d13fcef21590ae8a329e6b9..ed4f0ded55983649e78d238cb56585a1766a75c1 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 945a4a7fc1c0b2388b5d4560f0866b371a49643e..9d65e28416662833f7e354404820adb9baecb9f2 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6f248a555706", + "target": "014530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index 50f279050a5b03a45f8fc657f6db03d05ee9ae95..356d5a9861380657d825e29af5b2ca72a59f4a21 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 0d6ebf511cf69336d2f583af5227e81a128d4777..677dfa95270fa3a851e72715b1762383a7fc88e6 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:510abc53c88e", - "target": "014580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 5c34177427fac06f808aafd009cd9eb7cec543a4..546e649ed7b88c56d972b8f65c020a2073a22d04 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 948a3495aaaab43113fbf7b875dca7c54660485e..439e7397161724fb2f8fd1a258049caf82e12b9c 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.065, + "score": 0.06, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 74d6a443f844c143ca823ba101e774681ed7e77c..ab44fae78e36bd6927177f090bda12e7dd3c9f98 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.85, + "score": -0.855, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index ed8fd2951b2b3a0501e8b5e77937454d67610023..0602e63dfd6f627f0ff4283293ca83ec3b314458 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 1f21c98f01d69eb90492b9cc70ff3f1d49e9db29..6d3adb31124db53a82d0b42ea76a58d961dab670 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c644408ae50", + "target": "014820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index 43204808e804aadbfc3a646e2424567354627d84..275fa854522c393796509dbf864f770739bbdc21 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 613bfd2ff34ac6948a1aff01200fb62d50e63d43..7568227539090db3aca4a7a210538ecc310e0189 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 2486aa5aa4dd8a3612ac969337c161ee698ae1a2..a3ace6f90eaf9c05d642b5d6ed5d6bb1a41c9914 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "014940", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 17.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 4.12, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 1.03, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 45.82, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.87, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 25.98, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.6, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/014940/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/014940/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/014940/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/014940/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 4.12, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/자본구조", + "status": "derived", + "detail": "위험점수 12.07, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/유동성", + "status": "derived", + "detail": "위험점수 45.82, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/사업안정성", + "status": "derived", + "detail": "위험점수 25.98, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/014940/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 17.64, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 19.01, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 13.54, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2025", + "score": 11.78, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2024", + "score": 15.67, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2023", + "score": 26.16, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 27.31, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 47.33, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 34.39, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 73.55, + "grade": "CCC", + "pdEstimate": 15.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 46점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -732,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "014940", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.558, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.055, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.558 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -742,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -761,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -844,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1042,6 +1532,7 @@ }, "statusCounts": { "partial": 2, + "usable": 2, "blocked": 1 }, "gaps": [ @@ -1053,9 +1544,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1114,9 +1607,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1175,8 +1670,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 3a3c693e10b3c9ca02d337740bd17ebde27f8f0f..3b51f506bc2b97fe03293dd547bf8cd5a588fabd 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -415,8 +415,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -446,10 +446,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -459,7 +459,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index a0dd0018391a0e40784b598844595d266fd2dc1a..9ba7dd75f5dcfc4bfd5b66f9ac2f6187659982d4 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:648d1cfafbe9", - "target": "014970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index 85846ed58012f03d833bf8174096d5d8b2f5c603..bc0d311839753375bb9c3382d93e42d089006c0b 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 21.28, + "value": 21.32, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 3.19, + "contribution": 3.2, "sourceRef": "axes.자본구조" }, { @@ -672,11 +672,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 43.7, + "value": 43.81, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 13.11, + "contribution": 13.14, "sourceRef": "axes.채무상환능력" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014990/axes/채무상환능력", "status": "derived", - "detail": "위험점수 43.70, 가중치 30%" + "detail": "위험점수 43.81, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/014990/axes/자본구조", "status": "derived", - "detail": "위험점수 21.28, 가중치 15%" + "detail": "위험점수 21.32, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014990/axes/현금흐름", "status": "derived", - "detail": "위험점수 26.65, 가중치 15%" + "detail": "위험점수 26.62, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.68, + "score": 44.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.22, + "score": 45.23, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 92a331d4aa6998d1a1b3601a3245ce9ff25e5981..e406056be3cdfba3b4d79091ce3cd1e62bd9049c 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index ca4d44b5909efc5e376e5d0854cf35c96bf9b1a3..849fb3b519c34d5cd5bd639fe8b729182e0a0ade 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,19 +630,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 59990d8071534a0c6be0915a442627b51c9c47f5..fde635b904c9a0e57cf22ce7127d8f2477a6e4ef 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,15 +1075,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.025, + "score": -0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 6a4aa4ecceeab867b18990d82cdb403dad5ea32c..8e4bbfe7d03cb6a25f73e8a4383cd0cf6c4f471e 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 66.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 88.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 0571935919687f3e369458f5e64e253b58a7d7fb..cdc7a8e4eb8078a71a7656b4d90771fd55aff82f 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 3d87e716b3fd732dfe9e692ce7560470ab8bd2e8..5a23c672505dd8377c33af35ddeecb76a6553b79 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.84, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.59, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.84, + "score": 29.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.54, + "grade": "dCR-BBB-", + "score": 30.29, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1053,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1073,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.56, + "score": -0.565, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1214,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,8 +1665,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index bfda0cca70612684d02b44aea38e038799ebf9ee..94a46a2513159766cac05745d44f77aba79891e5 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -530,19 +530,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -587,7 +587,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 9d25c6bec5aff482d2547754ee0291109361cc3a..85bbc425e24e6d1f825c654cb2bb7dbc22358422 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index f1e7ea0ebca1bdf5d6697f5902436291889e70fe..5d52cdae5f2120213c3d6eaacac0cc2e7fe238d3 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 32be1954bfb9d83476a0028680f800edd7b8ae36..6dbef792b7afdbfc66aecb9ed18cc9a26e6e7025 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1591,88 +1591,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2fe64c339021", - "target": "015750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index 4810c2d786b9738adad14b61a23fcca9138cd9d2..5efd28bfa3d8753214d6a82afd06f32922a28f54 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,8 +1560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index 90a56dd2395fc44f813a542ef81e4e376503b772..ed02acede3e331692d40ecd64bb81e182ad4b587 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index 4f88d265f9c6c32fe4936573949b37ef50f76d7c..0c607cc725c3a6e7ff279c6a50fd8ae01ad3d750 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index 1e94b119a0078d419537b804911382cd309a1b2f..b4b212a52ca417270749408861715d8615551586 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 5fe70d5ebf0277fa9d2d3a348e8f7f5220ec5258..ac6b5e027e5bcad5c9f2f5898693c152cd5c1227 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index bd1c06d7503a522f27ad32114349094c57dc5c65..52630ae25bb5cd95df0b0eec1ea0ec0340dde74a 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index d6a440342b7a80d2dad0b04c5c8e2d28dd0e4329..21c0e7583665134af64cd04b95b14178ac1a8d28 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index 0dfe0c0be8c0bbbaacfaf3fccfc503660607a470..c60b49d976879476bff2abe321c718accaac39e4 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15f1f2079e75", + "target": "016380", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index c882f5cc28aafa07bdae5cf64969c19e6577cf73..c7d5b43d5ea0065a6fe663d13ac1c1f48e5d89f4 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.475, + "score": -0.48, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 82a5d11e68acc7303d28a4c0f1d3c18fcc4d27f3..47fc7ab6b10b8e173ade2c6fb67cfaf9712fe3ab 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -304,6 +304,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0164H0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -314,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -351,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -378,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -392,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -400,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -408,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -416,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -432,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -610,7 +750,7 @@ }, "statusCounts": { "blocked": 2, - "partial": 1 + "partial": 2 }, "gaps": [ { @@ -717,9 +857,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -793,7 +949,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index 9b192d224585cab7616dd53404195697b8666b6f..48622bbdbeed5deba0820aad0cce12d8342646a8 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:61c9115529ca", + "target": "016580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index f701a177d40c654387552a13af686623aa79b9a0..85fe61afd033612c4099b689c2be3a8b9955cff3 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.72, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.72, + "grade": "dCR-A-", + "score": 17.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.51, + "grade": "dCR-A-", + "score": 18.11, "assumptions": { "scenarioStress": "moderate" } @@ -906,9 +906,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 1671785a61195eb8e5dde42d97903ec583456677..387cd93d3ae485b90d26607bab2b3f7ef51a8f43 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index de73105ed03b25bd37a23edbd4174bcbda7bd673..997482874559b8fe69be566e4feb0e60d43d1e09 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -620,7 +620,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,8 +653,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 0eb7252fbed001a8cfacc8e54b936add2135fcd3..8705b971e7e9d89b3231381ae0bd1ee7d95aae06 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 56a6a10c57fccee394f05cd92bb2c54ea0f967f9..4f1dcfea856095c68e9420992e511d60aa0de5f0 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index e988df025febe9368110cdae2f968094c8973349..a13ee62ee4412333b38ab1cc067030c7f411425d 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eeb9396adee6", + "target": "016710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.64 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index b97e88eb682e791ec32c7de9bc6381fbf8c39755..4e3a1ddc72b52a5cb962ba7ee112a2bef9fcc388 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index e908318f5284e272d21ed30b1d307e8515c2d457..21260560afbe72157043f78f85fb0f160c307afd 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,19 +1209,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 697046aacd0274070f14ea3cfaea75edb28acd86..f4617b39530a09143365057c98b96fa2a9b0a755 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.28, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.67, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.28, + "score": 14.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.77, + "score": 15.19, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +910,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index acce2e8afc2d15d0a4c23e361973687f3f9af64a..39331f50b9c71a0f390253d1b60562e75274ae7d 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,19 +639,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -696,7 +696,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 4d0b23684c39b290f12bcbfadc44f5aa57fc2d34..7c0b8a9bafc468647576a3a31966fb446fc1dc84 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 0a71ad2bf2c1eb8a536ec0cd84561f69e2278545..03001a5ffee87a09e9ce4335dafbfb4ba07a962c 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.56, + "score": -0.565, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index 86a3f27cc760182847796b4ce953092057426f0a..fef7dd5f6656d3eec6010a4ce48d9ffc1c80828b 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index 331ac9104845a8c98386d746b06030e1dfba2072..24a3cac1c93a8ec534e947166011bd8954f6c09d 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 4027d1ed874f1dedcf8565f961f6ae85c801dcb5..268677b134768c6879670d638439d6273b9037ab 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 156cb5a1e09082dbaed4aa73db4a3c7d2408cf3d..a7eef16bb908d1b49392d0d77b73789eba5e0eb2 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index a2764d2d2a15823afee886af2bbf7eaed9ed50a2..c03b591301fbf5fbd688978744632b6a8d6a402f 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.53, + "score": 22.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.06, + "score": 23.9, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,15 +1086,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index a6a6d832723b1d82ed1a6acd57f57e6c33120692..517f8e5d54f6d17086b0a85bda762fedcc076367 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,15 +1552,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index b2cddc82104f2872041afad94b0ed9891617743f..f2487e50889e88b653537b85a59db0c0072ad4a5 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 36a25f3f633577be41843a69087b7f3eb70b6a44..444161de643b656afff1c62b2748d61e5cb47788 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index f6e5d612ed270e95b26a68b7e232efbacc98073c..181bda7b9a4d4515ef25d907841cbf38d4ea024c 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 03d593d3abb6672f3c27c2f3346d60447f278c5f..6cac64e4a89428b2b6c8327efaa9f8dfc578d032 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-17", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-17", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,7 +1500,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index c0a65af8a5647d059cd8943103c41ff0af56876d..f64e74e151edcab4cff4ebc066e1de41044d58e8 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,6 +609,314 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "017670", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 7.85, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 13.61, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 2.72, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 10.94, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 1.64, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/017670/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/017670/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/017670/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/017670/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 7.47, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/자본구조", + "status": "derived", + "detail": "위험점수 13.61, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/유동성", + "status": "derived", + "detail": "위험점수 10.94, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/사업안정성", + "status": "derived", + "detail": "위험점수 4.37, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017670/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 7.85, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA-", + "score": 9.25, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 7.58, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 8.83, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2024", + "score": 9.55, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2023", + "score": 8.21, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2022", + "score": 8.51, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2021", + "score": 8.15, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2020", + "score": 7.28, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2019", + "score": 7.85, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -736,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "017670", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.25, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.17, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -765,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -968,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 55f7a4a0eecbcc170bd11fb9f728b15772bc34ad..8ad6cd9b6b7ba5103ea800796421650d25b148db 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,16 +20,20 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "earliestPeriod": "2025Q4", + "earliestPeriod": "2024Q4", "periods": [ + "2024Q4", + "2025", "2025Q4", "2026" ], "blockPeriods": { "representative": [ + "2024Q4", + "2025", "2025Q4", "2026" ] @@ -38,19 +42,19 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { "label": "판단 보류", - "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 부채비율입니다. 필수 분석 영역은 1/4개가 관측됐습니다." + "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." }, "confidence": { - "level": "low", - "score": 25.0, + "level": "medium", + "score": 50.0, "method": "requiredDomainCoverage" }, "drivers": [ @@ -67,6 +71,13 @@ ], "claims": [], "evidence": [ + { + "id": "analysis.earnings.growthTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/017680/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, { "id": "analysis.cash.cashQuality", "kind": "calculationBlock", @@ -80,6 +91,13 @@ "sourceRef": "dartlab://analysis/017680/representative.blocks.resilience.leverageTrend", "status": "derived", "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.coverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/017680/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" } ], "assumptions": [], @@ -90,18 +108,6 @@ "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", "sourceRef": "representative.blocks.earnings.marginTrend" }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.growthTrend" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -125,11 +131,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 1, + "observedRequiredDomains": 2, "domainCoverage": { "earnings": { - "status": "missing", - "observed": 0, + "status": "partial", + "observed": 1, "expected": 2 }, "cash": { @@ -138,8 +144,8 @@ "expected": 1 }, "resilience": { - "status": "partial", - "observed": 1, + "status": "observed", + "observed": 2, "expected": 2 }, "quality": { @@ -148,7 +154,7 @@ "expected": 1 } }, - "observedComponents": 2, + "observedComponents": 4, "totalComponents": 6, "components": [ { @@ -163,9 +169,9 @@ "id": "earnings.growthTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "cash.cashQuality", @@ -187,9 +193,9 @@ "id": "resilience.coverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "quality.earningsQualityFlags", @@ -234,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -249,7 +255,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +269,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.22, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.04, "sourceRef": "axes.자본구조" @@ -289,6 +305,13 @@ "sourceRef": "dartlab://credit/017680/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/017680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +334,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +361,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -358,14 +380,20 @@ "score": 0.22, "grade": "AAA", "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.36, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -593,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,19 +658,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +685,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -895,20 +923,6 @@ "sourceRef": "representative.blocks.earnings.marginTrend", "engine": "analysis" }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -937,13 +951,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 0d238e1d527d25ce8a98020743206a77559e578d..85afb2aa49123fd0958a51ae811c08b10229dacf 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 1d4ef9f4d4d6c30496b0e96e67ea4fb119352c91..227bbbef208aab387ec7809f9e72a02d9908ec4f 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index dd53ed94746f26dd88d8656c0eeeb5329a77daab..5492c40312635501a1162bcaa5b1f2d23bd7cbe5 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 15.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 1815043e90125050749a0a6894be85b0ff635ee7..d4af73bd121818fb05031a97496b8aabf1c05fbf 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -992,7 +992,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.08, + "score": 0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 8f82d6d74fd17dbacd61c5da2e568f7cdf9761dd..3c44b4e9433fcea968f582c65191efb067ba43b7 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,8 +1602,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index dcb6746a142d3fbdb4f5de4ed434314f2c8e40de..2cccc2139c72e37faa66f6223c6d141f6be869bb 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1491,12 +1491,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:29acf7779b38", + "target": "017940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.607 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index d9d4dcce0b992b0829281f961804e17894a5f605..489ca9a251c37157f5fceb7dd5400738766f2f4a 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,15 +1529,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index 8870ac3bb68011c3f10cea4740dca35b2d0c6c05..d054893136dbff8110ac70d826de8a45ede35c2f 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 3aee6426c453897f12793542d721bb277ea12717..f7dcb5aa6daf16052eb7c820f92d540cf07aa489 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 463517241f2f217c5168119d3d28fd334defe79c..12121e472b3ba113ef801feee929513f39d180db 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index b28fcbe3523a6e6631a3b9f677f22905b74d8c76..9e2adf18668c5c393833557c54244f51dcbd21b3 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.015, + "score": 0.01, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index fae671f4df8d7b2e72aea7de2d716e7d5508760f..190a2475178d9d9925a8368b3b11b9a947a26330 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.08, + "score": -0.085, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 88ee3175750f1bedd12fe733f7cdd0fabc9700ac..aa541c4eaeb0894f487404b5a8b22c9a8d4817d9 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index fb955993afc90a4b3b200e0189bf6498f7f3dcf0..1ffff9f80bede638e8d89fc30caea8bf95a9cb66 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index f8907500b8e698e53b86765d2abf5bc9678f8edc..5fa979fdcea625eba308232f246ad4f169772c3b 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index a14ce2d7cfff1df8c19ec8daccc9066c9027b618..93dd98b70a2ba1a558bacad2669f379f2541aa7e 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,11 +664,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 38.57, + "value": 44.3, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 11.57, + "contribution": 13.29, "sourceRef": "axes.채무상환능력" } ], @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/018620/axes/채무상환능력", "status": "derived", - "detail": "위험점수 38.57, 가중치 30%" + "detail": "위험점수 44.30, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -808,14 +808,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.98, + "score": 34.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.62, + "score": 35.58, "assumptions": { "scenarioStress": "moderate" } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index b80a691755708f2af164c6df302845a9a0cce2a7..92d8346f0b7909a39c5a190b210c25bac983ee0f 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index e7ec3fa4fc54248e7ed358581851928169ab463c..7946c7fb1c4e803e383c4c9de419617786a5b14e 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 2bfff23f1115770951d746e290e77d628a3ced1d..0202686f3d2e4a50bf189f604625738ba189a435 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index d6b2ca84357e33cd5d0927d5f958f4570d3012e1..7e4591d7ec365060757d99990d4f74bae08e6b2e 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 604a5e54f5a9c747f144c9f03caccf24976c77e7..a633970cf1b3822132f653245cc97ad5600bf5d5 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index c35fae49da3a693d70274895fad93a9a6bdeccb0..c8654edd7f004cf698a9f0b0e59542a3daa56f8c 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index d3452a617fd4489e8cf5ba6ffaa5305f695786b7..de701f49e94924865388f40e932c9bc6e53b5c81 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,6 +609,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "019180", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 18.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 2.21, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.55, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 44.26, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.64, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.16, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.82, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019180/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019180/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019180/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019180/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 2.21, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/자본구조", + "status": "derived", + "detail": "위험점수 14.17, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/유동성", + "status": "derived", + "detail": "위험점수 44.26, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.16, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019180/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 18.21, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 19.39, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 23.12, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 11.98, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2024", + "score": 24.12, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 23.01, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 57.63, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 51.38, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 56.83, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 39.33, + "grade": "BB", + "pdEstimate": 1.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.18%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -736,6 +1046,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "019180", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.285, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -765,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1381,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1392,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1441,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -968,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 83d129d493d347cec75bd23feb00f0dc9fa15042..717eef34a36daadcb88df1c3b1415aa5c1076755 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 353f7111201c424760dfa424c3121cf4903cfe06..5c19e6cbed3dea6b0f8776f4a5f215b798a70884 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,19 +1262,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index b16ecc2e58781b264a48dae795136ace86fa6c44..b912f6bb91e0dfd0f6d395d55b048ee457ecc66a 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 294.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 229.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.12, + "score": 0.115, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 92fb1f39d5793efa58a2b64a835cc28e4f552cb6..210d6f6b68d9ae8254de6aaacb4badc2ca935f44 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.28, + "score": 0.275, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 88a030a5711f11b606d05e8381846a168fdc5dcd..3ed7838abd780c101a730f61af532c46176a551d 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 847fb81e1a264df06a4e265ce6c86c4588164a96..d8e9801168cbc672b43533cd8b26a2c7010dc528 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index a0039962c30cb64f821789825f9cbb34f258efcc..622ea2a808c41cd88ed2e6acade31e8621b0eb97 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 4746e3a138837fe0878c34b7014234334cce8cfe..b14e8d6620171a2da53a20d6face52367b8474f9 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index 349207858799143e313432c41997dfe63d350910..b43f4686173e8751fba001fe5bb4879a0eced4cf 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index 36f6a6fa496458b502ae1039cfe030d37324f177..b551838135c5ee8b4b28943df171a4101e30bd27 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 72eec510587daa3ca5132d3f20da1064bd0b121b..da7a1e980b087f7a2df67a9960bd224fc3767d6e 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 7a4c0d9547139a32cb6abd878fd9662d39a97772..9873a0d36c507d25480a9cfdb581a82b8a793e53 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 396128ec55601ddb0a6149df84338d0ba8510f47..3226856ec847517e1b41dfbdf08394c5aae161c7 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.52, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.52, + "grade": "dCR-BBB", + "score": 26.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.57, + "grade": "dCR-BBB", + "score": 26.2, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d965951b0287", - "target": "020150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 23d465875627b6425c3092ea91cb2fbdb034e2a4..04e439afc552ce6c2e9e4e6b6306c107138ac97d 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index fe7ed5120dcf80537997e81feda1811a2a0184f7..6c8164b2d16b61bb4117c9af6f8407fa7c65e94a 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index f21c580802406ed38fbb934bbf25b9c9c028e2bd..55e56154f6bf9fb7285034dad0e04da2ed122041 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 23.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 22.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index 11c39fc3061295d2dcf92fcd8861b85e51ef2507..cc213b8bf7359a2ce20901f6a6e94fec7e607f4e 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index dd903e3d37402a76c64dee6865e995e9ca9ae5f2..0e6848f0fff70828e84297da42d7a29af4ba2d56 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index 2217bdeec55bc5562a6e642445a16843c481c4bf..fe3bdb48356dbc5da8c8188dbc692883bbb4b978 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 73b7b7c2cf78e4f1b24312094ab1755cfb18a94d..e9a63aeed953b654c5cf4cd422e96832fbbb97fc 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index a6917df2123acde1057b16cd613e66ff5bb4ebcb..5228235b4e7942d2e9d54883b84b645838ff56e4 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 41.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/021050/axes/채무상환능력", "status": "derived", - "detail": "위험점수 24.55, 가중치 30%" + "detail": "위험점수 36.57, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 41.95, + "grade": "dCR-BB", + "score": 41.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 42.63, + "grade": "dCR-BB-", + "score": 42.37, "assumptions": { "scenarioStress": "moderate" } @@ -844,7 +844,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -913,13 +913,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.8x (양호)" - ] - }, + "pdEstimate": 1.5, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", @@ -939,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1112,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1190,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1233,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1246,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1265,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,19 +1278,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1306,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 61507125e00bfc1394ea1705c87ae1737f85a611..1d88d01687ed0cd7ca4aede976a06e663051d4f2 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -922,7 +922,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index d62dc4092f02e1f71bc061630212892e34267a83..e80e6795e60a8903e291f20c9a1ed61fb5977fc0 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 570dae7acd338487a4a71e14da55a846fc652b02..723a0e5c5a35b666cabdd332dbdedaeeba58c02e 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -965,6 +965,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "021320", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -975,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1259,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 1, "usable": 1 }, @@ -1202,9 +1342,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1222,7 +1378,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 1b46d72c9266322a9eb6c86867f90e86d1605983..07739e29e80f94ba2090d35796339bd9810c401c 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 6b85051f7d2f49a52efc2cbfc47b4b69b4b787de..100a58218a6fe5165d36830c3252cd8db06b2f2b 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 40cc372109ee754e2cb0c8f3887106cde5ad3d1a..0bcdf6e9ca24ea0fa7ed6becfbf11609f99f3fa1 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index b5664b9f67ae86324acbf4ee0bf35572aa2adf13..66c266329a6f725c04a389ea016b32d69987dcf1 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index d39fe4174ac23608a174e4f8c08b34cddc7c87dc..62f534b30f4bf4bdde36e3bb7338c9aee3a23d5b 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index 7768a206d4673027908cf2679ad41785a4f11ba5..c5735f824aef7cafcd879cdbc1d0fbbbc184c9ab 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index d5d8829a7b05f9ae66939898166443b0f87e7706..0e45ebf1f1524f81c69f53d2979c3de3c473efed 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,19 +1223,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index 53b5c59569550f502dcfa71b67cf928e933ed573..270240f0eb561f58a84379e673c662a0df2f146f 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:985d8891a86c", + "target": "023150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.757 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index 033950b88c055e91fd663abee7f3e55e17c01eb9..cd15a939642251f06c41901c8323d479b34dad38 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index bec9dbdec803b64c497c93b95fdb4642a7a25e91..e60c9139913f8db76c79e25bf2c4f25a5f84f4be 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index fad09df211eb0e10b9551b8975d6af0e12ef950a..7a01a128eec9afbcd755aaba13046f15d782ad2a 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/023410/axes/채무상환능력", "status": "derived", - "detail": "위험점수 23.25, 가중치 30%" + "detail": "위험점수 48.99, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 39.17, + "grade": "dCR-BB-", + "score": 43.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 39.58, + "grade": "dCR-BB-", + "score": 43.9, "assumptions": { "scenarioStress": "moderate" } @@ -906,13 +906,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.8x (양호)" - ] - }, + "pdEstimate": 2.5, + "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "D/EBITDA 15.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 880d6445664c4f09551a031a24645501fccdd869..6dc7f8e9fcd13844599b5da952b0c86f6791cba7 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.72%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index 906867e1193c13c6fdb9db034ea4b9a370c03ff0..4644aa5bcf663ab0aa6d91999e36bdaca16d547a 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index dffcf4e1cef4baac285bb9b56656a5195e9bf510..7262d976a1249b571dfc55402db6dd569030918e 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 4b979a73decfb590537421eb88b5eac889f44e1d..1555b88b6f44995db20bbfb47533c48ac40493c5 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 29.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 25.65, + "value": 21.64, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 3.85, + "contribution": 3.25, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/023530/axes/현금흐름", "status": "derived", - "detail": "위험점수 25.65, 가중치 15%" + "detail": "위험점수 21.64, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 29.55, + "score": 29.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 30.19, + "score": 29.86, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index c3ae6734acd0142e0392d7e97de491b401c4c400..20996d781beb73b21dd80e9074b8ab81be5a0973 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 41.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 44.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,14 +661,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 20.2, + "id": "axis.자본구조", + "label": "자본구조", + "value": 27.95, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 6.06, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 4.19, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -681,14 +681,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 53.04, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 45.32, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 7.96, - "sourceRef": "axes.현금흐름" + "weight": 30, + "contribution": 13.6, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,12 +713,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 커뮤니케이션서비스 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,7 +775,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/023590/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.20, 가중치 30%" + "detail": "위험점수 45.32, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -796,7 +796,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/023590/axes/현금흐름", "status": "derived", - "detail": "위험점수 53.04, 가중치 15%" + "detail": "위험점수 32.50, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 41.68, + "grade": "dCR-BB", + "score": 44.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 42.19, + "grade": "dCR-BB", + "score": 44.58, "assumptions": { "scenarioStress": "moderate" } @@ -850,11 +850,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,12 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 1.5, "notchAdjustment": { - "totalNotch": 3, + "totalNotch": 1, "reasons": [ - "중대형기업 (매출 17조)", - "캡티브금융 별도 D/EBITDA 0.3x (양호)" + "중대형기업 (매출 17조)" ] }, "divergenceExplanation": [ @@ -949,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1109,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1122,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1142,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1200,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1243,7 +1237,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1256,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1275,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1298,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1478,12 +1472,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ff092527a40f", + "target": "023590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.488 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index 0fcc9aef87a08fb8403cd91576187d99d74e7828..572c572ca42aa32ad286000090953d007d30e165 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 3933ed6166a162996e1ecdabd4abdfe56184b24d..da8ea583b46c36116ed39643be7fba720ce4da90 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,19 +603,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -682,17 +682,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -755,13 +755,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -770,7 +770,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 3b2a647b1b1fb661ca840124f5d1afb3eb73a0f6..e5a8a10e70da13d4d8c4b1d8ba75cf4728a1148b 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.1, + "score": 23.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.68, + "score": 24.43, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 0e4c9e681a09950fd8569e8acab06e62de73bd9f..cf1bf818990b67a23bd1590de8590a064ecb5786 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 92.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 89.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 658e0a61459f8cf018c05af17a668e55745f67f8..e03e882efb7f4f49fa9afd4cbc59fff89a77d830 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index add9a00cd70993fef2d029910c6e3f17512c62fd..6f0219ecfcc45a6ff27eeacc56c5fabc2c4bdf14 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,6 +611,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "023810", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 41.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 10.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.5, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 47.31, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 9.46, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 46.55, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.98, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023810/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023810/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023810/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023810/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 41.09, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/자본구조", + "status": "derived", + "detail": "위험점수 47.31, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/유동성", + "status": "derived", + "detail": "위험점수 46.55, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/현금흐름", + "status": "derived", + "detail": "위험점수 10.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/사업안정성", + "status": "derived", + "detail": "위험점수 25.29, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023810/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 41.4, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 42.5, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 43.59, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 39.94, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 49.0, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 33.29, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 24.46, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 29.2, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 21.96, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 52.65, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 1.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "자본구조 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -738,6 +1049,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "023810", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.027, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.395, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.027 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -767,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1384,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1395,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1444,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index 63f5a0e3e674ae9d107012697bf198ef06ace73e..adccfb6489191be3e356a17313d82036ac4bae3e 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index ac9920e19c0c92a5b80cac733d7a51ab6fc94771..1f2024a648f1df88a41615cfcfe4ea17c6699983 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index cbce58478e1c7e1901137cd89fcf78d55b803d6c..0c2cad56fb30dba12cc50b38c4ae77459c55bebc 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8b19a8a047ab", + "target": "023960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.218 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 23f6bd51094af158e6475f31b503347015a29316..ac292d20358312472d90cb508551d9673b7cacdd 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,19 +1225,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index ad31d4eab4e00d3bc71824c7212dfb8a8ee12f84..e20e50898f33bace5ab8c30b99ce9af3e265ddf1 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index e2321c45889e724f8bd3065f75266f3b074b60b2..6f3e6b90653c039e5e23b12b2b76994f385816e1 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 2282a10f9407930f341936ddd162a4478aee52c4..2b2f4506431c7cdf076a32238e51a4c9622ff8f0 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 11d1350e3ab15e62227fc895a44fff183ccd6b34..0993fadcfbf0f58c9c5994511a856fa076b2d3a5 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 32.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,11 +671,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 34.22, + "value": 33.39, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.13, + "contribution": 5.01, "sourceRef": "axes.현금흐름" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024120/axes/채무상환능력", "status": "derived", - "detail": "위험점수 23.26, 가중치 30%" + "detail": "위험점수 23.32, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024120/axes/현금흐름", "status": "derived", - "detail": "위험점수 34.22, 가중치 15%" + "detail": "위험점수 33.39, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 32.14, + "score": 32.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 32.83, + "score": 32.77, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.1, + "score": 0.095, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 9b70438e1ff839227d90b1d9a0940e18d5d20186..973b689d7ea269f4a648a905ef1571c8ab036713 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 214a14faf5e9d1767940bdb39ca677c173f8688b..a58a15eedf898b23d1b4968998e2208c5651769b 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 26.21, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 11.53, + "value": 11.03, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.73, + "contribution": 1.65, "sourceRef": "axes.현금흐름" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024740/axes/채무상환능력", "status": "derived", - "detail": "위험점수 23.75, 가중치 30%" + "detail": "위험점수 24.09, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024740/axes/현금흐름", "status": "derived", - "detail": "위험점수 11.53, 가중치 15%" + "detail": "위험점수 11.03, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 26.21, + "score": 26.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 26.67, + "score": 26.68, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 1.1x (양호)" + "캡티브금융 별도 D/EBITDA 1.3x (양호)" ] }, "divergenceExplanation": [ @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 94fb2d9e3441f976a5d33818cc6e035fe251d102..568d3bf16dea6574e48c9570cf362b7236ed9f88 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 35.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,14 +671,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 48.38, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.46, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 7.26, - "sourceRef": "axes.현금흐름" + "weight": 10, + "contribution": 3.85, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,12 +703,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024800/axes/현금흐름", "status": "derived", - "detail": "위험점수 48.38, 가중치 15%" + "detail": "위험점수 12.72, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 39.26, + "grade": "dCR-BBB", + "score": 35.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 39.42, + "grade": "dCR-BBB", + "score": 36.04, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index bf06947c00e5caaab07611f6fe7a243d40bbc18c..9132d69c9e8ff32cd2cbe8504b369064afa0912b 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 48feac420baade834a3e6c86d94bf38f201e6574..3585a7f3af7e7be12a874ca174f69d0a6c6ddb77 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index 075ff73d56d65db97c6e90872760d93d13df94ae..702797ba6657ffebd0283fd4985dc4cd5fd69a2b 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index b7749917b265d949b4804a13f0d544e9ad7f922c..1d4059e4f0e817e2b7d1863e508d7006f4347cc5 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1483,12 +1483,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:035469433102", + "target": "024850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 30634012e224ddd400a176dd4050a6d2619f059a..36043341f3b886a98be67fa77fa3094e6fd9f1c9 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.035, + "score": -0.04, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index 93b1d9720f10bb57625020a9ca08337bf2732017..62e42cd5d90cb0f17b9b4b629c0e871fda0e9326 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1508,88 +1508,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:92a756012b11", - "target": "024890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index d62c8f3b614b88812da9d91d966a1c5f56a47723..d85b3d7df02004b47aadd676fce1dcec80c29a9b 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index 489091859eea552825f9a3485233f6dffe467b9c..47e6dcef22195c218187f87ced56d9186a88171b 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 47.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024910/axes/현금흐름", "status": "derived", - "detail": "위험점수 36.32, 가중치 15%" + "detail": "위험점수 35.98, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 47.79, + "score": 47.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 48.31, + "score": 48.29, "assumptions": { "scenarioStress": "moderate" } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 1a125afa933fa1211f24fc5a559144a0b074a1cc..417106edde0f7d7ab2c0d8f058622b5e11093937 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 6d076be3f238ed08af33866fdb6b2d2d68d81bee..32003db0a551784a44bbb2b4dabbe0d228b58892 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 695e625f244c749288b898410dfd61f8e0d37a87..53526864f78eec143ee96c836a80e9ec60c203d4 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 88a84f8b79358f028b707a7bc7292869517dfe62..07d523f9c9f39580b00591c8c68093ddc876f7ed 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 5065a31933daebf27eb06833749fc6cf4a1b71ed..85b3e53409d9ae52a4faaa1b5753d87c73e36108 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "025440", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 61.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 27.03, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.7, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 83.06, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 20.77, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 75.89, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 15.18, + "sourceRef": "axes.자본구조" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025440/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025440/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025440/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025440/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 83.06, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/자본구조", + "status": "derived", + "detail": "위험점수 75.89, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/유동성", + "status": "derived", + "detail": "위험점수 36.32, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/현금흐름", + "status": "derived", + "detail": "위험점수 38.82, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/사업안정성", + "status": "derived", + "detail": "위험점수 27.03, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025440/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 61.44, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 61.93, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 73.5, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2025", + "score": 76.27, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2024", + "score": 72.34, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2023", + "score": 59.24, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2022", + "score": 43.11, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 70.81, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2020", + "score": 56.1, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 59.81, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 4.0, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 83점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "D/EBITDA 34.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -737,6 +1048,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "025440", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -766,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -784,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -802,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -816,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -824,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -848,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1011,7 +1472,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -1022,9 +1484,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1069,9 +1533,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1110,7 +1583,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 2a9233db995687c60e3fd5bc044bae47d4404758..693dad32e32968d25c0623e2490ebb81edf99fbc 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index e08c3e578eccb0a5220a4869676f9abe7b0cef98..18b8daace1c4338f2a1201028cfd0828b131ebdc 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index ee6c279bf40b14c1d607b0481ca9f76faca5bde2..ce9616a3535676247ec079108a4ae7d197158ba6 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index 1f9411873d442b3b90f715f2f21c9338a75ecf6e..6130fd38529e9b570f77c0d92ab1ede6a57adf0f 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index e12ea3baf3ba0d899a81294fb8037ebf4597c4cf..10292aa8805c003d6f86e401433bed05f5593b73 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2428ffb8ffc9", - "target": "025620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.427 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 61e9160ef69a671a7e5767fe51de11836cafcbff..712805141ca2bdf0ba5b263cfcca704ca0df3929 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,17 +661,17 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 32.42, + "value": 32.18, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 9.73, + "contribution": 9.65, "sourceRef": "axes.채무상환능력" }, { "id": "axis.현금흐름", "label": "현금흐름", - "value": 24.89, + "value": 24.88, "unit": "riskScore", "direction": "negative", "weight": 15, @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/025750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 32.42, 가중치 30%" + "detail": "위험점수 32.18, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/025750/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.89, 가중치 15%" + "detail": "위험점수 24.88, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.8, + "score": 34.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.6, + "score": 35.55, "assumptions": { "scenarioStress": "moderate" } @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ab30bdb3b623", + "target": "025750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 1d85aa09a520ea1092ba36b2a6da50b6d26b04f5..56938ac6700bc6da5cc5ad3386655b8ab846f32e 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:af0076bbca15", + "target": "025770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.977 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 97d78fe63ebfaa8cd16b7d46f0bb7d93010ed6cd..446433aa92d540b92212fa39375d253297d7d387 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index d323100a1955a6680a1a01933c4410b90d08798d..1c573edd90e59fb3f08614067782b01d83e94128 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index cec7235256ab2e8ea9d3f8042660d99857274577..9eca71f820612e0c5ebe1279df65c63cd73f3e93 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 69.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 70.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 5ad7be833217f02ed20384c9098b3def8e42a66d..62d81eeb1df462a991fe0bac8b50e27cd6859bba 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index bc0819b1377aea97e806bca34e6a8c48fb610485..b2934f82535553fb2d898f25d042be9affee172e 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,19 +1164,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index e3b759109541c8cc7d8d7b9cd6b7bb7c3344055c..117ece608960f532fc309a0483c2154fed791653 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,19 +1067,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,15 +1093,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.605, + "score": -0.61, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,17 +1146,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,7 +1225,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1234,7 +1234,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,12 +1469,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2f95f3adfa38", + "target": "025900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 2f78580a76b5635fb8c4709309e5a378bf3d937a..e87f43ded778158989d06a488e9a336961a67d45 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 15cb16d0b43d18d6fe5017af59e1e527437c9756..25cd5a5a45bec57750b110aa0a29c2d72e561608 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index bf67bf43ff804b24e91832507e0eec6a521b21a1..93e2b2dc78e5e0dcf551f629c02d05797656e775 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,19 +1226,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 1a089665563e970de89dce11a60af1ee838dc6b3..5b196a9bae7b1bc5cfe594f1d113839c684867d4 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a6e22584a66b", - "target": "026150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index deab00ef827b713bfb53c5c257bbdbf24f16c12d..8520785a72dd98fafccf4df08496339705e59261 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 7df0559db2695b13247a68fbc423397e41935bc4..e5ee4456eed4573e383553d0921ecb5bcdc08082 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.66, + "score": -0.665, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 9d206fbfac3a6655deff9c7265f23711630d0afb..99eba208d786003a53661f21b043a1a84efd0be6 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 67ab2f44ddba78ee25d5ab8da5dfc565aeae0610..3ba4b56ce74d66852cd669a56348a049e9608664 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:240e06a5bebf", - "target": "026960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.812 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index edaf373643f6be19aedc400a5af68558724679db..a6469d6f0781201afe8cff9baae8e974a36d08bc 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 70598b35110de16c7d4388e173b3aa9c49cb921b..405321af857b4ff6fa0d1dbab15bdeb4151d6c08 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index b83b3dbffb4ec4a2408af2334b117c4ae038a22d..ce135a4f5ee22012109085af1bd232567d0bfdce 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,6 +592,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "027360", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.044, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.015, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.044 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -602,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -621,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -652,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +950,8 @@ }, "statusCounts": { "partial": 3, - "blocked": 1 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -872,9 +1053,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.rate-bank-margin.companyEvidence", @@ -898,8 +1081,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 69bad27054731e38f078227d68886e14ca1303d7..e411dc31b8374dff8800ebff86d3b41f91b1aad8 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index d8e147e36bcd26c0d073efe8a8f8167732ebbedd..594c832912f2053e2b6648851c7154f7d2d5312d 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 7fe26d64eeb0306200978647bd397e1cda9cb6c8..51f605dea912f4949831ebeabb0e0c37f22870ca 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 4ba7a42cd8de880e0665c0935cccfeab796b6121..a6020ea981c6acdf78a1b7265b3d8609be7e3238 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 46.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,11 +672,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 53.07, + "value": 52.25, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.96, + "contribution": 7.84, "sourceRef": "axes.현금흐름" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/027740/axes/현금흐름", "status": "derived", - "detail": "위험점수 53.07, 가중치 15%" + "detail": "위험점수 52.25, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 46.08, + "score": 46.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 46.76, + "score": 46.69, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.265, + "score": 0.26, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index a433def4eb8b7249eb3a87d1676ec66d1a58dbbf..94da7128183a998700b74bab41f6466ee0e0dbbc 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index de84782403ccdaf133705225ea312bc6fd7a94c0..fcec5a4d269edad0c7f675900ccbc08e37f5c60a 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index da0118dd119fa19e428894080b95acefb2ae5c96..dcda755f3e8065b9fd0d8f8142372a711e5887e5 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index b2d1adb21a1e62c2ed8c663e926751fcdca10bf3..af9190b5711587e00c3da5ac67e89f374476238f 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 42.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/028080/axes/채무상환능력", "status": "derived", - "detail": "위험점수 31.85, 가중치 30%" + "detail": "위험점수 30.51, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 42.9, + "score": 42.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 43.58, + "score": 43.56, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 8bbafcf5c8593d1c3e9e13a8437b255f45c51fc4..ce4c56a59e0675a457b8921c4afad4f71e6f2b4c 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 4410d05709706ac5fe6fd2693d01065f0a9eeb35..28c467d35a0af3c28f767f8926ae11c2430426ee 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b154d112e3af", + "target": "028260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.773 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index b82ae4089c36feee78afbe9da0248d8397b2821c..14de4788f727819a7e0afda5c05b72c3c6d65ee1 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 8a098b328395e8aad05def4b1a86ba846cda739e..202bd7715c8fa0e73ff72a0ca1cee37fb5b02c08 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 17.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,11 +670,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 20.64, + "value": 16.44, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 3.1, + "contribution": 2.47, "sourceRef": "axes.현금흐름" } ], @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/028670/axes/현금흐름", "status": "derived", - "detail": "위험점수 20.64, 가중치 15%" + "detail": "위험점수 16.44, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 17.84, + "score": 17.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 18.61, + "score": 18.3, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index ef4dc0d67f5305580ded4c6bc4b6e6e42545750e..d41371915ffca1d9fec127c52a4889bf98b6e0bc 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index be7474668ef5b879b9086ada7a15859dad58e60c..3b3c8cdf1ad53a0e33b52e3f864e35c661ba7891 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 64843cf07a7d97bd30e2597ab93c620ad614c851..fe99d29c100d7206118bb9e3f7041908db3a729e 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index e7c0b28faf43623c9806227fca669544e248eb95..9c22794907f72594ec8886ee6917bd22c6ad219b 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,15 +628,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.01, + "score": 0.005, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 8b1a2185e761828af1f5c1dd61ca699978101584..87202255539e2a3c82cb5fe9f1e61f263c49b8c6 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,19 +1160,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 890cf7b630c30b6ae9ed79205eb021253cab7aa2..3100a0f824cc114772cd0d1dc4fdae694ec3d1f8 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1a1b9b19efe6", - "target": "030000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.553 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index b2557e0ecd9b03af94b2816d1f1456294ff3b89b..ae50355cba0b19d9aa9561adea6c1edc2c12a87c 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index ea3119590004f5d6b1a27ebcd1227dc6eb538b8e..be6af1a9ed56f504cde2fbdcc1aedcf3c1f5fad2 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 16.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,11 +670,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 18.65, + "value": 14.55, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 2.8, + "contribution": 2.18, "sourceRef": "axes.현금흐름" } ], @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/030200/axes/현금흐름", "status": "derived", - "detail": "위험점수 18.65, 가중치 15%" + "detail": "위험점수 14.55, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 16.5, + "score": 16.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 17.28, + "score": 16.95, "assumptions": { "scenarioStress": "moderate" } @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 1fd7a15a5de4300fcf38da819fd0d3dcda4e1906..04b86caf34aa0482404696df146fd5ebc9356e32 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 18e62dc31839c7dafe0dc30fc3c6a93931bf3abb..38ab6db3c2419426ceb211afd374860a02853e4c 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 24f854168b46c34b96d4423aeaa468bd6e2cbb09..080314637efa53066c2c1e5c938aef434fad4996 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 16d3cc432f87136fc019a7a32d228858247a33c1..13a9d6b798a46be7adede79590f552d7d7ce3521 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,6 +611,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "030530", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 37.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 12.5, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 57.73, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.66, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 52.93, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 15.88, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030530/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030530/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 (지주사조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030530/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030530/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 52.93, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/자본구조", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/유동성", + "status": "derived", + "detail": "위험점수 57.73, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.40, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/사업안정성", + "status": "derived", + "detail": "위험점수 29.85, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030530/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 37.66, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 38.1, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 35.29, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2025", + "score": 54.15, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 35.48, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 24.74, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 29.92, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 12.56, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 11.11, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2019", + "score": 17.17, + "grade": "A-", + "pdEstimate": 0.08 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.4, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 71% (양호)" + ] + }, + "divergenceExplanation": [ + "유동성 축이 58점으로 등급 하방 압력", + "D/EBITDA 1053.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -738,6 +1049,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "030530", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.831, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.48, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.831 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -767,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -799,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -936,7 +1427,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -947,9 +1439,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -994,9 +1488,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1016,12 +1512,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0ba2761cd22e", + "target": "030530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.831 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 41a444b8afa192bb6349efae20db0595f1a6570a..ce8f0e33a9904f830d489e0c9c34ed378219d0d7 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index c9a47deccd2a592de610c239d3910a7b466ee4af..250d902f4826cdd60fd6024a71892a80d3e618c0 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index d64fafbb9ec5b7c6689765610961892cb87e1105..745392ba549f7294b1aa86bd6e5bd0a0bb54921c 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,10 +1077,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,19 +1204,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index b79a7be9b695198cf36923a054134b19e551b332..9402e43d3c281a561d32cd680da9c8c209c76c84 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 280fe44f2f7daab9efc1914549ea9ab84f4f496a..763ed800648c5d4d3adae0da5351b26ecd2a4cd1 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,13 +1215,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index ce74868ca93b6b32981970b471e27b46575967a0..d8f781118960cc34e71294a0a50eac75300a078a 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index 80ffcfb2e14f097dcaff121f6b59041e35729694..68086d5a792fd1284e68474dfc24674b1e8562c6 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index c9acc33979c60857dc1187aaf5256747705e3d63..3802fcd656bc8990e31da0aa0fdfcb35dd6f7917 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 49a6c3b22967da6c4cedb288fce2976faf04f1ba..7ff2725e7c4b81d2b9f7726f340e2fa7c52fd099 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index f7b838ed0a3831cdad9cbc698e41e09a76b1f752..c7819ff65779c115bbefa39a6e0b5445401b6ef8 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index d1dead05b790ffa3f3f1da0c35c68e493cecb733..dfb7e5eda016b5c5afe6f43c3d2e0b4ad319e65c 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 18.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,10 +1201,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index aa8c4312f8687a8f511f3788cc71680987d5c395..5f45a6adb64a78f01b1ae81885bf933db02d6f2d 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.53, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.55, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.82, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.86, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 0.12, - "sourceRef": "axes.현금흐름" + "contribution": 0.13, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/031980/axes/채무상환능력", "status": "derived", - "detail": "위험점수 1.01, 가중치 15%" + "detail": "위험점수 0.86, 가중치 15%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/031980/axes/현금흐름", "status": "derived", - "detail": "위험점수 0.82, 가중치 15%" + "detail": "위험점수 1.21, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.53, + "score": 4.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.6, + "score": 4.61, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 7136aed935ddc1683af61bfaa6600e98c94ad545..42d9561f76961062f075dac5726930ad9084c77f 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,19 +1019,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 0beb91eb2b6f3acdd69cd9d0ea2de021e46b105c..cc357282c8baed51cffd887785a18e67c10ff10e 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 323d129f943e7a82c41c5c473a31692d5c82f833..a759762c34d472857ad8a184f6304eeafc64ac46 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 12c2265766187720e4203c6941376e2ec5328e9a..4046eb2628327d11815384cdb47ab685f17290f9 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 42.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 46.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,24 +661,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 20.05, + "id": "axis.자본구조", + "label": "자본구조", + "value": 32.7, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 6.01, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 60.7, - "unit": "riskScore", - "direction": "negative", "weight": 15, - "contribution": 9.11, - "sourceRef": "axes.현금흐름" + "contribution": 4.91, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -689,6 +679,16 @@ "weight": 15, "contribution": 9.01, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 50.5, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 15.15, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,7 +775,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/032190/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.05, 가중치 30%" + "detail": "위험점수 50.50, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -796,7 +796,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/032190/axes/현금흐름", "status": "derived", - "detail": "위험점수 60.70, 가중치 15%" + "detail": "위험점수 46.10, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 42.56, + "grade": "dCR-BB", + "score": 46.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 43.07, + "grade": "dCR-BB", + "score": 46.8, "assumptions": { "scenarioStress": "moderate" } @@ -848,8 +848,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -917,16 +917,15 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 1.5, "notchAdjustment": { - "totalNotch": 3, + "totalNotch": 1, "reasons": [ - "중대형기업 (매출 18조)", - "캡티브금융 별도 D/EBITDA 0.1x (양호)" + "중대형기업 (매출 18조)" ] }, "divergenceExplanation": [ - "현금흐름 축이 61점으로 등급 하방 압력", + "유동성 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", "D/EBITDA 22.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -944,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1066,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1112,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1190,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1233,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1246,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1265,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,19 +1282,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1310,10 +1309,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1324,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1340,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1364,7 +1363,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1680,12 +1679,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bcc396d817a1", + "target": "032190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.48 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 6da4baa6447f7f0d0de89e641a5d8d8211c076c8..5faec351ddfbeb3b2dd628834e1406bf50245c52 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 4ec6605e9938ed263684dc32279c6849c2fa5cf7..1fda912a0fcb9ad12929059c568b745bafcc1dc4 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index dda0e3ab1d88386855e630aa5fb441e1f08244ce..278f88fd48f0678d281a8e46d382c12d6c35b195 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 13.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 14.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 504f64ddbe50873cdba06e1376433bc6336d31d5..cba8d6d1df90ef01e564b689082da60550adc4c3 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 26a30850a7110cb4a2113d6c5366085b42d6db9b..c1601059c13b3b074e7639c0c8dfd8944f5c4d98 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index f421b4dd2d06264312d276ba991a886786938066..f736f5b66e6e3af467eaa31d43bdda10c6e428cd 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 8bc3f324ccdb7157a4a20eb3e3e4ef75595e71fe..0b02e04e23d6257520a95d22b51c9746fbcd104f 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index d9db5029a8b5ead7e8e4eb88a25bfdc9a4a5f931..14b812974e3e40c7cea73df23d7d883cbc8f9a7d 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "032620", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 16.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 3.9, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.78, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 34.91, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.24, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 34.2, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.42, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032620/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032620/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032620/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032620/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 11.44, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/자본구조", + "status": "derived", + "detail": "위험점수 3.90, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/유동성", + "status": "derived", + "detail": "위험점수 34.91, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/사업안정성", + "status": "derived", + "detail": "위험점수 34.20, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032620/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 16.08, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 16.93, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 6.26, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 9.49, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2024", + "score": 16.52, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2023", + "score": 5.11, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2022", + "score": 0.82, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.66, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 1.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.84, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.54%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -737,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "032620", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 1.0, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -766,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1377,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1388,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1437,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1458,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index adf45b30ee5be831b712453351304a00fb1976b3..09d271399fe12099f1b647493e9ff830b06f98a4 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.175, + "score": 0.17, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 1c4d7ae562098287c565186e54d6380d9b2144f5..0088cad3bac8976139df31db4470b494f560bc20 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index c295e8684ba1d5400f29690cbb57310f4282b9f8..a25a4e8c4534ae336072cd6af7988e7d684817e5 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index 15a9b056f3f9b986d35249a95f643722a6a92d86..e3848c7e920b88506a7a41aeaee99b151a41cf80 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1a8a1205b8fe", + "target": "032750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.498 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 0c3abd7722834e03f7979387de5c3aa340cffcba..f5c4216f0538b0711963aff085b6a38bdf4f2a7f 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index a5a54e35d1df98ba3e97524745cecf39d94c2f35..0a236528239325d6e158ef9af6ff893a17ec2128 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 848b61fbe6db02824821d35afb6ab97a055c8229..2bee37aee6dcef57686ab979d0f73969671b6f8b 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:663dbc0d7f19", - "target": "032820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index d3d52be4d712c2ca76a99c875451ea5af90a2cee..68f38f02ee430c7a1b101a79c9762a53587446f7 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1167,7 +1167,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1185,8 +1185,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index 0bcc23a9ec9a6a67f1759e3a59d5d7dbcfc21295..755530396c422b14a02119bf30b41f2413a9c409 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index 723832149c7cf218da5d4d541e2d8adc63c41373..cc9a388e92cfd66ca32d9a2b00104c8a6b219e67 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index 40d335642d2d0e74393f3036702fed1203117a89..b7d7a98786f405d0e9acf0ef683720df411e6265 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index a10583f5f9000744f415d984415db29b8d4ae30f..997f66354ef43f712f93f303ee9412850dfce7b8 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 6b3d7a0569883e6f27acae9b963af6cb0db4fd60..5dd1c1644acbb4a76d540a597f2c54fc333fc486 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index a6ece7f43b0c55271e8b2152c49152ae1ae48dc8..af1186dc712faab803b8ffb9924b1e7e6eed74b6 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index ec98df7c3da1fcfbee95a254fefa5377d5f9ed9c..4147f918df8d49fa48334899b6725a952bb75d27 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 79704c9b7c94ce9f521bd988e310b773300e2944..fdf54a2f5c5766ed8348864a7b7de687343895d8 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.13, + "score": 0.125, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 5e7670d42246561da8ca5a3038d83a12d1e5eb65..16152bb1e3e8eca7f0dab0e02be8d3a7527b3adc 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,88 +1467,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d703f0085697", - "target": "033160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.825 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index c9f1250748190350c97c14c9f362320cfa602e11..8df59428e26ee844ad620f43883741672a8a23f1 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 21.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 25.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index b5b0d60f36ba14e6525730d3bbcf406f97309b40..2a89efedcddf69f1304570fef9808ae8200a0bc6 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 841bf98a304265588a2ed603982a0de4caa167df..867a7d11a43a3a0bc37e84b8d3d4a3a4267eae08 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index eb0d591973eed60c998ecf0b05c4ad26e22caac9..5ba24514e68a41aeb19689a5f35c0b18d4329ddc 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 6db264598b374c38a98896af7d45170b4828a052..516b12c94aee7ae405fdd9581379bf79bfe13d59 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 4c3f4cb424ab49e8d068f02df6d0aab43d5435da..da3fba9a5ef2381dd3c5156e4463624e4b7832c2 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index afe20681d01a1c1dbb3f24f7662730e240d9c989..679a1984e4de15e6474c41dfc4f5d188c5037221 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,6 +621,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "033270", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-10-04" + }, + "period": "2023", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 5.03, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 2.3, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.57, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 25.61, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.84, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/033270/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/033270/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/033270/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/033270/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 2.30, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/자본구조", + "status": "derived", + "detail": "위험점수 3.76, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/유동성", + "status": "derived", + "detail": "위험점수 25.61, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/사업안정성", + "status": "derived", + "detail": "위험점수 5.93, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033270/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 5.03, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 5.78, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.49, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.47, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.58, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 2.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 6.19, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 1.63, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 4.95, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2019", + "score": 2.37, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -631,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,6 +1051,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "033270", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -758,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -777,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -808,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -902,8 +1345,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -914,9 +1357,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -961,9 +1406,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -981,7 +1442,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 43bbf5a2da1d07ca62a1d5433957cdffa9b3492c..aff20563423f9ffe285dbdec8332b2ba0a9ddb5f 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index ddb5782d6c9284cafd1213720810237e256af7de..6c816cc0c084658e36efcd0a691f466c632539d9 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 3bcab58b65edbe600891ba61494a14120b10dc2c..b6cea8f8af10a68335997ac525e8d806b93685d6 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 2ee56759c4f05206315fda44e5335b80833330d3..de8557ce2ba579dd1c9746e75ab3c9ab7719063e 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 07227b151b95d717e2c390ae0285af720e73662b..4bcc5d329e1d3b6c507ca6b8ac0b9dcdb15b78ba 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 7a2d0aa9d2e1887a192ed825709375b504d615a3..ed4d17dc0eaf4e330e988b18a4092271c6e7c20c 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index d3fdc6b79d3031c53b0d6a68bd9a639480346e70..d5d96fa328e9b394aaebde555699103b73523adc 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index 5cc50f2f9bc105f0ed11707a3d5847871f3509ff..ecd0447001488a70bf3ac1b95d1ff7bfbc780e85 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index e44bc7769d29a67f7e97863f4b87474114a0b3f4..7689edc0c8739d0eb2e81297821c7ee02046e2b8 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 26b5b911d9d72705fd6cf310849ec52fa3b67b81..3214376304655a85dcdc482b8b9fa194fe9e0b7e 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 36.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 36.87, + "score": 35.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 37.51, + "grade": "dCR-BBB", + "score": 36.72, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1110,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index e19acb271203b5de5d23125a8a320e1cf693b532..a1b2835bea4818443a1666c2e0d9275a294782ae 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,19 +644,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 2f0a03c58671f1ae83f8686b6208ead0b7017a55..8f3d32a152dfc8620a3e2cc98ccbba6ced4b24c5 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index 8dd6fd13a91ffa28e8a34e7c3ed3ea11caf762b4..ffef79a032691a54874651c861894506c0a55929 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 524bd24be3d78f97f4658bdd681a97cf8def88c9..3c1eaadc7d4bf97794ee8414aa570bb639f20b77 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 167edbe2d3c9d0744f586ddee7563252f293ed94..9e0d93bb7d2f2b9d778125bdd5602c00313dfb17 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index ca2351c6f477c91c8b40af30b7ae72c190bfcebf..dc991522ecaa788e0531d23e2a09abf4b2fd6220 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index c11afe98bf05215b88a8097afb292f97408beffb..6de6beec5dc6f1193d4c2ab30836442089e7a114 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 378288395035239dc908fc709662316eabcec45a..2ccc9c80d36543c6b1cd1542b48ad874c2d3378c 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 76조 (시장 지위)" + "시가총액 75조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.105, + "score": -0.11, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 4f0b96bdb3b14def37e32d3450e699e3d72f3a9e..cc516433b555fbce321601c0325536ed39bc4a0b 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index e641104a748bcd499f71e6cc9596cbf9c8566fb6..c53f1dec4260071d66df052c41d7a403a603d6c3 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index d98a598f049484b5d9aaef00814ee94314314445..c28ad7252042da84e69fb24ca23604f4085f3b7f 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.71, + "grade": "dCR-BBB", + "score": 26.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.63, + "score": 27.79, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,11 +910,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index b4c218de484c7ef34ee299a46d0095a78f0bffd5..500ea3906615b73d769e780b3f210acc450eb442 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 0e3f50d90e02adc4f427fe122be506226b4c1400..65b0ca9c95c474fba2f1a7d264f64e06c03024b6 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1420,7 +1420,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1442,7 +1442,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1460,8 +1460,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 977694f9f6c983f9cb9c400d795be8fb55868c5c..467434953805fbd4188d69cd283b37be8b6bd36d 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,6 +621,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "034590", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-10-04" + }, + "period": "2023", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 6.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.19, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.05, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 24.92, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.49, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/034590/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/034590/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 유틸리티 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/034590/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/034590/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.19, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.82, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/유동성", + "status": "derived", + "detail": "위험점수 11.14, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/사업안정성", + "status": "derived", + "detail": "위험점수 24.92, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/034590/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 6.51, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.81, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 3.85, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 2.35, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 3.6, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 1.95, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 2.34, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 6.32, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2020", + "score": 1.74, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 4.74, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -631,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,6 +1051,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "034590", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2022", + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "medium", + "score": 73.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 1.0, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2022", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 1.0 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2022", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -758,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -777,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -795,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -809,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -817,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -825,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -946,7 +1419,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -957,9 +1431,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1004,9 +1480,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1031,7 +1516,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index c07544916454b3a683a810ac79ecaf2f46356c17..760b260b3e87d87158cee67409eec7f49209fffd 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 53c8f4698673402f64a4ee10aff865ad5f75ceeb..2113fc3ea173e1b6ed3daff10fa7b7ce180c4691 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index edd2b954a1d22bf656fbe92ab68f896476e1e8e9..b940ac3b0d63b3314f3d29f1d875370171c34b39 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -756,7 +756,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 100ef9da0af80f011be5b1f1e47b507b1c5dccb3..4eda23d010d6192dfedaee99b92e9e21d3e740f0 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index 4f05d0d61def29ba15a414bdfb0c3198bb9e0f02..d3ee4e0630b655506a6ea20672645b7103dcfc59 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index 68113b2ee0d9ea255e346353ae419a19707e8a06..e54f45098159d131ee170ad8035de31e7edbd631 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 452f532045727d4ac2db0faaa249a7b3692e1e01..6c4e2ecaaca1d04cc4651e671a6ef41d5aca0ffd 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.8, + "score": 41.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.72, + "score": 41.97, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index d03df0bf851bc026fab033819983eba1e515f669..62fb2f8c6cc12f6d52988aeacf81a5bb21d90e82 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 390a105b24a8041b9622f42bdda2288813f1245b..7fd2f9546678364143f1e7b314d9bbfdd6f73093 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 6d7e05008ce7c7922a67c9a128f7882773c2cebe..fee6283fbcbe9af34073a0c0096f7ce9e89c798b 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.06, + "score": -0.065, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 99c48b51c7a106bb8c8b0722d8281002e11f7c02..6fcc0a282f724a3b51dfbabaa6d72ba2e8a33e37 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 32d13e0d52e9fc929ff1adb0d6fc0b0b4e8db850..d98a45c3743706eaa8fdfe6e46bc9833795890c6 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index a0ed902f0db25dd83cc4012855061199836352a8..1b0166e20c42e3b76ffbbdbaa2be2849f00bfc5a 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +558,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index a14ab6d9d7a5670c538b30edaffd8e64585ba0b7..84a7fddfa507761a31df30f9ed461051ebf794d2 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,14 +1084,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.055, + "score": -0.06, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index ef631867eca363ec87f9ebfd8c26aa6df47501c6..67c8b3decce99c2e4f74b9bdaedfb84397e3cbd1 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 26c45c9c062f5ab1ed9d5ff8635e8251e2780b7f..6a710228cb66904495b8a81ddd2efd4963717efb 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 35ad61344ea067581b443bee466965d957589fea..6856656d33ef45482d024f609c5dedecc268ebfc 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,19 +1262,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index e01f7968ea8ad18223de3b6dd0c2e42d84c7b486..7fbb7c426dae22d73e551ff9c7c7c59b734fc1f6 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index d1bfb7b99cf770881013134ac50bd641e40621a8..8249a545fe842507fe1bc4117b4c82a963b42422 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index 7d936b3119b7d39fe32aaffbaebbfd148224c744..6d72940db6a3396d9726b8ee742b23fecfa68554 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.28, + "score": 0.275, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 54d1cd7afeb650600807845d5f0f9b57e66a1d5d..0577d26ab2486dd55c873dfdf6d16ee6eba204f0 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 9a43ab97ff2f5edee984f383004de986c4a98edc..00a346d2ed4d4e2c23a0a92c0e8f87269ff1df2b 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.045, + "score": -0.05, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index 19ea7ff533ae3e50fbdc97bd9c55c5411d46d40c..5861e016ccabb7965ef46f0dc9030a4748ebc9f6 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index ee57233bbc849f84cf6ee12b554ec18c469ceedd..67b34290266b477f1ec303f4eabbce2fd980655c 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,6 +622,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "036000", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-04" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 12.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.53, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.11, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 31.67, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.92, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/036000/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/036000/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/036000/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/036000/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 31.67, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.53, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/유동성", + "status": "derived", + "detail": "위험점수 1.65, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036000/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 12.84, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 12.93, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.06, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.88, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 24.02, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 24.07, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 23.57, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 17.88, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2020", + "score": 67.16, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 54.38, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.04, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 45점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -632,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -749,6 +1053,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "036000", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2024", + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.135, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.135 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -759,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -778,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -903,8 +1377,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -915,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -962,9 +1438,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -982,7 +1467,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 1a8c87962d5b88699bd365eaa8246e6b502e2ee9..60d6b001f5ebeaec3dbf05c8ae377d4142cbdd45 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index cdeaf589119b995059602f0d2c5ef085223c8538..9acdc2d8a5d55b24ca078868ac06a6bcf2eeb2bc 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 645c271d8b8eb5ec555aaf281d0f712b2c6cd0ea..104280c3a8b4eb2c0262681c9f9e417ca47f0e68 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 57db6603c6fca6f2c36e99d8ca2a7acd5767592d..ade978d9d22784647a78547aa38ced1c72244f35 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index a7299ab72ffa0203dce9e1e35b8db9762440a946..dd39d4d0702a3ca461dc40da6705a56eb56930a2 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index e2b8e5f282219cdfc439da79a1aa9af71e5913b2..d146cd937a4b9ca312c89646ef49e71fb03bb3ce 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,19 +1254,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 716e0e09bc05aa8d2fcf144919020fdfaaed4697..be2e9bbb5d5d702397b2835b6d3ba8b701cd17c6 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 890688fd8ee03e6186dab863bed3b286b20bb67a..b7783a914d52f974895f55450ffc42f4849be749 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.09, + "score": -0.095, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:89468aa30b58", - "target": "036200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.657 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index 426a21fb2869fc50bbe6877d58ecf573353c22c3..b9975ef42b4e3178f40935f8d293651e8522068d 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index e7a1c70a52f35b862aad2d7e76f2e811f0334a2c..e64106cd7df1440763407fe6df89f86bfa2f7f15 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B-", - "summary": "dCR 위험점수 62.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 60.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,14 +671,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 63.91, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.59, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 9.59, - "sourceRef": "axes.현금흐름" + "weight": 30, + "contribution": 18.18, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,12 +703,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/036420/axes/현금흐름", "status": "derived", - "detail": "위험점수 63.91, 가중치 15%" + "detail": "위험점수 34.48, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B-", - "score": 62.46, + "grade": "dCR-B", + "score": 60.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B-", - "score": 62.57, + "grade": "dCR-B", + "score": 60.34, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 10.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.4점 하향 (PD 203.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 197.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 35933c47e7cb6825ece71bc824cbf01a9107fabd..e0761714f0aff88fe7c3920474e865dfcbf5f902 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 3f1f58e2712ee85d7f80b4621f92d0ac568bf4f6..5dcffd16fd2e5ec18197ebca543fccafc9869511 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,19 +1236,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 9e95ef374fa3ba6e7dd924b830c713c74b1155ef..b14207f774abb022a02cb252cec870a1c027ba9c 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index e61124079052eff17b6004ffb88f8ae7eacfd69c..5b0cfbf79184a7d7cd4782e9fa2503a3146272c5 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 0ddd3ba829112ee3b3f5d1c5ca3fa9ba02092429..6f042af03aa7b572949a7e008ec8a78bddef6893 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 179e298ecaf61ec62de6d3feef7199f0b859c3f0..414c0250641e78d01ce3cef518d9846f3c7f620d 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.43, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.43, + "grade": "dCR-A", + "score": 13.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.94, + "grade": "dCR-A", + "score": 14.42, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index 4b26934b3a14de735029024433f7c1308a6857fd..56b1f13ce45f6b7ca77bfd623a16307fc3a7a0f8 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 03465e38c3e90cd232d5e8314d81b856ba93230d..cae179dca6ead46b733c0dea120937e25fd085aa 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 0608ec36dc32b5da3427bcbbbef719f3d326ac85..e6eff8d2de5a7210760be42875572daca7283997 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index ed86f4ac8440b48a6175e58048e6fac497a21814..1e65a9fbb9dd95a7cb8e76b1c0de40f4b5a163ac 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 5509f39cd7354f2bc42807fcb20e8541f8e25821..85d0b3c1bd2b9fc2cd44c1873fe11694333f8575 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 0ff34b372473baa11cab6d33ab312ae7b080c948..47afe2c90942a3b316f4e371643d01d5ea0afcca 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 1bb2f3db721e27073c73383c3abd149f44abb97c..92bcd86b180f4803c8d6431e9f282c7cf2bf3e92 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 44.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 44.33, + "score": 46.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 44.98, + "score": 46.78, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 4967412def4daa8d37001f78929ee962f8407c71..5add13f66ee511614e9cf433b219d8a604260327 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -608,6 +608,315 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "036800", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.29, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 2.65, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.66, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 33.05, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.96, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 26.7, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.67, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036800/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036800/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036800/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036800/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 2.65, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/자본구조", + "status": "derived", + "detail": "위험점수 4.73, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/유동성", + "status": "derived", + "detail": "위험점수 33.05, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/현금흐름", + "status": "derived", + "detail": "위험점수 10.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/사업안정성", + "status": "derived", + "detail": "위험점수 26.70, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036800/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA-", + "score": 9.29, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 10.38, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 11.52, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 5.97, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 6.78, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2023", + "score": 8.7, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2022", + "score": 5.54, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 5.24, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2020", + "score": 5.44, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2019", + "score": 5.44, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.03, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 33점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -618,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -735,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "036800", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.75, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.065, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.75 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -745,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -764,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -795,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -901,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -948,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -967,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 7087b4f0281a70e6a3e72eedf7a1007f1df72e98..dedb7122914f4d576174262a3fc6e911cb319b89 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea74943ca28c", - "target": "036810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 11bb0d5af4ad0a3e3bea44e1ffdb160281a3e716..48afdf41693fb0c7312e89bc2f3df804b907b2aa 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 0bbfddacd10405978c48bab6616dccd6766461d9..95a764f3245cbbda81fa430b63a7cffc1bfa5396 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 0578d3fa8bc508d1f50881f4c7b6bc8ba1a6761f..1e77abf095f80eca3551a052ea8f66eaf86e1881 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7f2d6739f2e2", - "target": "036930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.346 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index 0e0d66d32f92829e387633b88eabc1265053299d..704d787f108b7acce4bc77bd4bce0a103f9d2fc6 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,13 +1182,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 035a238ce561630dbe541808f5cfcd8c77a1aaa3..1f7f8daae7d958e7ff66cb60d636f075dbb4fa18 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index e1b7c9edbf68349fd6a2ec3209d47568ab7fccc2..af2b96157e93afe12bd016a7935a80f717273e12 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index a18792198b3ab53d554a52a89f699661251edf62..2f04b33654e9c8432b82bb0aca43a0614e88128d 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 272f9ab5061ebc11b45e0679839010a9093e7a3e..838804972067284b67b429339e9fb1e510df2b3e 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 9932d7c6c23b3c23b2b6746fb4dd020d18a2ebd7..0f7d445c14d35b3c2de2ea5c7a8269ed6fb63d62 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index df720210f552843f2e03c5b5965ba80bee3c7799..e6e54646a0d3f9071de6ca11aae6baa38268a924 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index b1a54bbffa48b26ff64a3ba27c0d81ca026bfa99..cbd776204f5f5fca2d2751a6ca9768d839ac53bd 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index f1fcffc389ed4511983d0baad23e4835a5d83025..835566f863214c396164d314ca2aee4f2f7c9d69 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.09, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.27, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,14 +670,14 @@ "sourceRef": "axes.채무상환능력" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 27.27, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 24.34, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 4.09, - "sourceRef": "axes.현금흐름" + "weight": 10, + "contribution": 2.43, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/037400/axes/현금흐름", "status": "derived", - "detail": "위험점수 27.27, 가중치 15%" + "detail": "위험점수 17.13, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.09, + "grade": "dCR-BBB", + "score": 26.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.07, + "score": 27.26, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.535, + "score": -0.54, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 77d63ca2526baa967ff63c1b457152a7b8c32017..31d3606accf6dc6ec64edc52af5122068d2134b0 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 35a6b33d11392e24eb2883480f11ef2bdc2d7de7..f61c99f9ba7b7784765e9156eb2a1f576ab32bbf 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 8a04fa90baca4f429fa17bc195d934d8d679ba7c..4581dbc39784f36d040743ba1689360167ee5aee 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index 72ba1fe12a6b534c1bbaa219727b6dbc558dc78e..ec62e63f6001f3b21de13c613c6e4e4c25ea7c45 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,19 +558,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index c4a2b4b14e49db41a36d6b9b031b32ea760652cd..6c24b2fb1da399cdc5e5db9263051b412057e1fd 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index cb556fe5eef60ee8cf07823b1d4b7147af51fba0..20d3a393856179dd532fb9ee9a3d40431d852af8 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 3e651d148d95127c4e86ddc6157304729826a8b0..75c65eeec9d29d1cb3412463adaa95cb94113e0e 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index ed975cb3a47e7702531d7c4b001faa1c6bc67099..3d228f14d3b272d1fb43193b045ee5b94a7ddbfa 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 85216717c76a11ded2597b270503655e79a9a982..6235ea6171947c115acf156793dd6892e0d30483 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.43, + "score": -0.435, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index f2fafdad5de6f178847dcbb20cf32590bb6d0cde..7c1341ca983056ca727a4d553ea51924f24f0c76 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 2bb73572a4e494fb080a9d1d51184c3e1ec78bef..43007fefb1885dfb38e81833838cc4cdda1ae083 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,6 +612,320 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "038110", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 45.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.93, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.14, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 57.73, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.66, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 40.33, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.05, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038110/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038110/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038110/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038110/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 23.28, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/자본구조", + "status": "derived", + "detail": "위험점수 20.93, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/유동성", + "status": "derived", + "detail": "위험점수 57.73, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/현금흐름", + "status": "derived", + "detail": "위험점수 40.33, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/사업안정성", + "status": "derived", + "detail": "위험점수 35.76, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038110/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 45.5, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 46.02, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 51.33, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2025", + "score": 60.74, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 52.25, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 34.1, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 36.21, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 61.06, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 59.91, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 64.54, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": { + "totalNotch": 3, + "reasons": [ + "캡티브금융 별도 D/EBITDA 0.0x (양호)", + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "유동성 축이 58점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.21%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -739,6 +1053,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "038110", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.206, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.2, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.206 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -768,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -804,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -818,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -826,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -834,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -850,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1013,7 +1507,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1024,9 +1519,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1071,9 +1568,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1111,8 +1610,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index fe172c14d38f2e14e5a3ac7b9f71af618deb0e9a..f5464c4b746f752824d4bb8c61f143592a66e965 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1036,19 +1036,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 05ed424879060c78543e5f65662aff027eb8ebfa..3b6f3e052ebaac01891c90c80d7f8c5e03a4e63d 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/038290/axes/현금흐름", "status": "derived", - "detail": "위험점수 37.69, 가중치 15%" + "detail": "위험점수 34.27, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.85, + "score": 37.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.27, + "score": 38.0, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 42cd5e3cc2324f2bbe9c82dfa1f4583e793041f6..32d4d01b189b0a07647377ef912307cbfde39fdd 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,19 +644,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 0c237c46064c79bb61a51bd4bb77af8197172a0f..949e84ff808395fcb27d526b88a6fa89344fe2a4 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,19 +1262,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index 216019405dfb4c50a24058c718c0162c7b6dfd57..1208d36275fc79e3ad8097aac63d5473c5f8dadd 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,19 +1244,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 4cd1335e6475ff13392a7f990d64fcd054cc4e3b..afb082d4b728a26b0111d3afdce8bca0d32be7e3 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,14 +1074,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.08, + "score": -0.085, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index c2a3050262768efa1843df7239fc619f35f0420c..a7dcf1879bdc4785164ec35ec17f3063ec92eb5c 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9906.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9908.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1513,12 +1513,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed7c5bb61126", + "target": "038530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 9e45fd2f6d57fd35e21f992c0b2cce289942acb1..4d0e4edadbae8692f6f4ca945892610e51b7985c 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index 61a03ee1f537ccd1cda90aac5b62b86a5c65a6b8..a184800137b8c4f30ed1126c7e97bf50c76923cf 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 176081ef43abf93de7d37bc45594d00d55dcf029..a0ac852af2eed25df66f5039059754be94467b06 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.045, + "score": -0.05, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 4959afe2732fcf29b16703fa529ee350d243283e..6a7e9f2b842e5a5edf0dcddea73d9cc6bb901a46 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index f34e1a49881ab7c2eb9f73104b3ab495d3c1a68b..03ad86074c2a2df5dbdb89ab0ac472e913d519cc 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index ec2a86d1c554f1f2a9726f30b51eabd263c42017..15fed23e320fba557c75fe9330f18d1e44c32129 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index c40120bc4159d8cacff972df92c4c0e939e08855..98159752c97dcafbf45f5ae4097dcffd04818bc8 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index 0bffe901145c9f56cb7fd1da34c58838caec3a77..a0a285a6ba0c8b62d88d695dc6f629f1c4f263ae 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index eb2ad30fd5eed8ce6f1b6223176809129bcd4cf4..1e72a48838458efc0abf654edd3f7e35f8ab0978 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index dfa810de948d80015fd6f7938fa6603685621ee6..fbd0e4e098f1ce931e3d376aa6814f7295f7f8ea 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 01aa37939f6280c34acc844e5ecdec4f651d4a02..a7f695e6e2edde358836c861c3e23b20f0566d84 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index d67f0e100d0abcf9a1af92cd3d277f403fff9816..fd97e5f00fc945d9449080c72668a493df0c5e49 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index e4d48088b4e61ace79125f2e65ae3e51cb9a6cde..0e8d3e1b24242977fceb63f02bed66dff48dc5c2 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +1385,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1407,7 +1407,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1425,15 +1425,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 7827b02a9682a0aabf1e071bb703bfeaa1a82474..03fc66d0775b2f643a0627a25643286a9d25458a 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index 3cfbcf492691c6ac57a68312563e18df928f0ce1..e701e46e216026fff73e994e5fb2f2ebe19aad9a 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 302a54d442aa8dde864e8d66a336c641ef8ce00c..726e9bd5ba52cf230bd90c581f7d7e4ac137e834 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index f776dffc778829a3d1c8b081bc276c75fbf44a90..925eb0aebda21d8d08fc66d1385ee4fe5ed1cfa3 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,314 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "039440", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 7.71, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.68, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.14, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 17.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 2.62, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039440/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039440/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039440/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039440/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 2.20, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.68, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/사업안정성", + "status": "derived", + "detail": "위험점수 9.84, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039440/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 7.71, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA-", + "score": 8.31, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.62, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 2.13, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 4.16, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 0.71, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 1.97, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 23.25, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 8.4, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2019", + "score": 7.65, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -732,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "039440", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.427, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.095, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.427 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -742,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -761,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -844,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1042,6 +1530,7 @@ }, "statusCounts": { "partial": 2, + "usable": 2, "blocked": 1 }, "gaps": [ @@ -1053,9 +1542,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1114,9 +1605,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1175,8 +1668,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index 55a9b2f7607627284997aa227cf297fd95489da8..4e04aba4f4468112408ae2c4ff81f4ea17be45dd 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index d790d775a3c904a25a5177ccefc15dffd4d21484..be0c8b8f59e389a5e070c285d38df9bd37c4dd12 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index 86d29b9e271468d9c5bd499564708569352b3873..74bf22c0555a549f64c3f0cc9af7ba70a198e8ae 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index ec4e84d068424af1621d7151d6f03be4bf75f22c..5995c17c2f3fea5a15bc4198547655328e18a229 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.12, + "score": 32.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.29, + "score": 33.04, "assumptions": { "scenarioStress": "moderate" } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,8 +1492,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index b882271746fbca945827b0cba0e3482ca09a01ce..cc55dcb5708adb30f0209a36a60ba720da9815ae 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,19 +1081,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index f99a41268d08eacebbad27e4ed97078d1f80c7ba..00f7a7b39062a76a9e437859ad5b66a646fbf695 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index ae79ea43cfe068253089b94317538c074f7167a7..013c35e1938327930e91a006da9a7a449c897124 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -569,14 +569,14 @@ "sourceRef": "axes.자본구조" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 13.48, + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, "unit": "riskScore", "direction": "positive", "weight": 10, - "contribution": 1.35, - "sourceRef": "axes.사업안정성" + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" }, { "id": "axis.채무상환능력", @@ -589,14 +589,14 @@ "sourceRef": "axes.채무상환능력" }, { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 90.0, + "id": "axis.유동성", + "label": "유동성", + "value": 83.98, "unit": "riskScore", "direction": "negative", - "weight": 10, - "contribution": 9.0, - "sourceRef": "axes.재무신뢰성" + "weight": 15, + "contribution": 12.6, + "sourceRef": "axes.유동성" } ], "claims": [], @@ -641,7 +641,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/039790/axes/재무신뢰성", "status": "derived", - "detail": "위험점수 90.00, 가중치 10%" + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,19 +1006,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index 77061e3e66c18e4beee683fc8120e8ba8a1d7f48..6d4ebce2d8ef91e8a6af56fd8f569a893f98fc12 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index fdbec9eeb9c4c8163c162ce852521f2757cafee6..681e11c9c8eb8352a0f83e514bf3ced42286999c 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 49d7306084218d4287b155f069efbabef1bcabb8..c2d600c5bdf1c32a30a6d397f92182592f5e0d4e 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.58, + "score": 5.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.58, + "score": 5.58, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,14 +1078,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index bae73596ab6de1acc936636a5c30108960da90e3..96f6afc38e2e8b151df31964d66aeee702383aed 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 754ccf7ea45012a712b00b2bdec2a6755b99de08..025ad8e30f91c31056dbad7899386f8762133504 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index b4680984894362573fe8f4f0aaf4ebe37ab34f9c..0c9ac59b1bca7853880c42836cedbbf4acd4e780 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 91e5ce454794338e9e16aa9ef2efee8051858e79..783695b80cfb1e2a199f9d17c47a3ee0c32199e6 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e9e1a4825f4e", - "target": "040350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 43e372686ad5f14607f0ee5bed091e74c06195f2..8f7c30c982307049ba32a15a23354794495743f5 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.015, + "score": -0.02, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 74e351a8c5007805618722ae178fd3036bace597..74218873079dd1a276b2768cd031e4d83269a4cd 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index d51e65e9820a9be2859391605d631d27e95eea58..635c5bff3fb119939a8b16a56afc1190696930be 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:431ab1c82787", - "target": "040910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.292 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 7b3e17dbe3278c87baf5855b7fae7d8d8a9bc6a2..84a445500987f3147e31637681627d31c9aa2a46 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 93170e4a7116566d4a6c4983896b09911d086b9f..693ef7853055c58e2c1100b0cae096b6525c2df0 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -686,7 +686,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index cf3277604542c7311aa6054ead2d9f18fd3ef00e..010400d37e2afd2a124e0aa13bd4babd4a883442 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c09fe32abf9b", - "target": "041440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.497 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 1a6de4366d910be0fe28c691a6fb7095ad083f8d..a3a05e468c69e04836e6ea9929544ee2dee7a14d 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 7c62c60faa5aa0afa4c552d830c09dfff9930614..3e8344a8566f003d767efc69e9f37014290a9642 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 45258c29b1879f47a77932e633c29b01d3c3a209..aa50f1b8483fd597582665861fabbb200e84ffc4 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index 2c17b6ec6290e1906f2ccc5b551acf711d8ca477..fbf27430174a8a3d1e87646dfebd0a88eec89181 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -538,6 +538,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "041590", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.86, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.92, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.18, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 61.95, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.29, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.74, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.19, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041590/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041590/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041590/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041590/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 60.74, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.92, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/현금흐름", + "status": "derived", + "detail": "위험점수 61.95, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/사업안정성", + "status": "derived", + "detail": "위험점수 41.35, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041590/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 35.86, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 36.0, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.41, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 36.63, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 37.83, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 56.09, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2022", + "score": 47.76, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 56.92, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 56.94, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 57.77, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 62점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -548,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -665,6 +969,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "041590", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": null, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.468, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.285, + "direction": "positive", + "sourceRef": "expectation.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.468 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": null, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -675,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -694,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -819,8 +1273,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -831,9 +1285,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -878,9 +1334,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -898,7 +1363,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 49c2f3c629c1804578c7b6ebe24ff952c62b2725..1358e1ac8f03c9832fe5134caf7b3fa286270704 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index b416b6d3f3b0acfa09dc3df04bfa7e220d002f0d..b771effa61fa3a4bae0f81875bb402024d0d7129 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index aadee934d777324084b0b190c9e0c0f9fc74eab5..925801c7277720a90c067be9f4673891f6139ba7 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index ce3a7f4bc0487f5bd07e446b87e82bf307dd8964..302ea899ab61b7887bbb4654d1f9e5ee9b300ff0 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index 6eeb51232967278b5759f45f8ce39da8dd7e6701..1a08e5c697095f35885976e738de08cff7aef023 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index c3b9c4461f16ee6ffd7285d6d34fd6592d3bd7db..d11a191832aefa0282d520633ca3b27b4f43ce5a 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index bf0c75faa7aa80be682e154d21f320728079fc72..d27cf785d8713f24f5f43c29b73d76ebce188784 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 38a6300c24e5b04681ab2374c92db20fe21e9bc8..3657415e71ca70197553e96d2c829280a02c8c3a 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1459.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1441.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,19 +1191,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,15 +1636,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index 5764677c8d507adec95fd35451ef4a23bd35d123..eea50739e625d84226c6f9115bfe37c28aa88e08 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index e0c83fd39503e35a9826dcc714d556e652bf364f..da519383fe5524dab09632b7fd3f9f5c7405b0c0 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 5c9c2b81b10a9471db4d424700fe91abafeb212c..c28f966b08ed81fcdbc2c47ee82b57b5960d8af2 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7e298e5bff5e", + "target": "042420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 5b76d26e5e70d7674ef6ef0e3577094bc6859f01..dae74f405ce291988b91e9067484450ef7a84636 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index f80ef140a3b514b37abc1ea39a4aff9f77b9b02b..4059c8b27f6d086b1b6c46a877085bb50af24ab9 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 2e94b88f74d31947b260bf1a2e6030117f87e4f0..15caa44396e4546d58ff7a05dc7defe378c47ac7 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 2f67bbcdbe0f864c5a35981b0442343b1f334df5..e8ac0e34f3578f43dd964405182445f4312c8d09 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 26ed67ee8ee669a56cc3a99023a2f1f68220a69c..110fb569a543e5bbb008cde00376c2179011d2e2 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,7 +792,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/042660/axes/현금흐름", "status": "derived", - "detail": "위험점수 21.95, 가중치 15%" + "detail": "위험점수 21.91, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,15 +1609,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 453506cecba1cd80d7fb9e633f338c90cf701b12..ea2ed43243e9d575c02ea303df7dca557597e858 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +821,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -948,19 +948,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +975,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 0e4631e98ea4c69e75ddb4ff8847b4634bcd266d..9974836bfcf77d6643a8f26f47425dcdd0877dbe 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,14 +1078,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.12, + "score": 0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 06b85e34764fed0acd276a2edccc10d67372b62e..16b14a28559380318fd4824587946762a983043d 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 5b2da1ce31d17ed616a899deaeecf20ebdf238eb..5ff21e8b84fcc87e5f4a01c53ecc113049dc8060 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2188.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2232.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 1ff7db8b2e9bd333e856ba91bc44cfa726cff335..097e2681ba0983716c5c339727703c9f55502f3b 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 6b7af43d67288e203f155f1a54c237f0719741c3..27387cf85a45b4fd3facb00c556cd24f921ec97a 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index e8e9435277405c62854a1f95b266a64be99b1384..08a604cf19274eba592ff7d104e028c8f8cd23f7 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 84b6d480748cfd6c7e61c9937c15634afd929282..d9ba1897c73eea0c315ceab6cee4b07a32536e5e 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "043220", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 6.96, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.39, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.99, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 3.9, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 65.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.02, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.01, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/043220/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/043220/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/043220/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/043220/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 60.02, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/자본구조", + "status": "derived", + "detail": "위험점수 6.96, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/유동성", + "status": "derived", + "detail": "위험점수 45.05, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/현금흐름", + "status": "derived", + "detail": "위험점수 65.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.99, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043220/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 50.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 42.14, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 43.08, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 7.53, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 42.71, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2024", + "score": 53.78, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 21.65, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 39.07, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 43.76, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 18.56, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 19.38, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 65점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "043220", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2025-12-09", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.01, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.215, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.75, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.01 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2025-12-09", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2025-12-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.75 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2025-12-09", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -767,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -799,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -936,7 +1421,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -947,9 +1433,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -994,9 +1482,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1020,8 +1510,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index a963ed45aafe9fb299450ca9de8b65312a51d3d5..c1c1211303706d958dbbf1baa9f73db3d30812e1 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 2cd1bb2857966f37bca481adc8c09f19dd73ccb7..58368ba7d2eeff8b4f17502ade6a55184ec3b094 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index 4a21fda1762cdcc81c81324432f83828fe03212b..f04fa7e9d4f707d5dd94bf80f4ea452b1315eb6b 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 1f05232e2ec4900ad60c6afd45c4610a380f01c4..3a28f6d70820ad2cd367d4a12795a571c9de2d8d 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index 83c96dcfba393977f8d4ea3eba888a5cf0b4b41b..f7d8996f7433a8f507d55c9dcd7d455912e4eb3a 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index 926c24ab7fbc15f20a077c4ac948703fcf3ee6a3..8eacee14077cf8cf8e04ff937229d75f9ae617f2 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,15 +1072,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-01", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,88 +1660,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bdd83f7e1959", - "target": "043610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.632 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 4820052fc2c44b677fdf7a4814d5a3e3a74cf6c4..cd4d3ea75749622d5a83192e060695884d83f855 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,19 +1185,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 7c71a9dc1d14401bf9b93ec55f24cbbe9914e796..1e460697e22a7dff4c5437cd9912db8908b94035 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 21.68%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index aecb0a2bd8ed63562dacf83990659df632a752d8..48723b71d42e3ef4718a4529fa24d6055691541e 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 390ed11385ca201822c78c1f4995462a2140e3d9..84319dd2351349bccb63737e4872eb979ffbadc9 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 3387fe5f3f44dd3ac0dcbcad4db75f738b930892..7aa1f33183825ca8aafaa3361f90f646486eec00 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 614.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 613.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 24505932adfdab7db5ebcffef9a895122e4a0b93..a96f45e4142d07a2da24545263a08a94100d6d1a 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index b8595478188c5b33b16875bd0d37912990202401..4dbf14b9c0917c4ba4a1dce61c804993330ca705 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 1ec0f005e49f5a1bf74c09a88ab9f4b3caa7f396..54b14290f230953af4013827e42cbfd9b6547d20 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.075, + "score": -0.08, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 175bb72b4da1aac4486bb5e9db234b582bc1aced..a27040f2fd249eb713bdbaf6fb37f8b2b718d9af 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 128.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,15 +1006,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.455, + "score": -0.46, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9568fb17eabf", - "target": "044480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.771 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index c373dbc42fbc62cdbae9594cd6a357d875e0c379..59d426b7741645ec18badea0fae5e5e483359985 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 2d7798333c4bd1fb0036cd2da358afaa91d6f16f..e53ebad929a4b4abc62f512cee5c5ab2bdd22942 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index a9465422594d19ec3fb637f2f602ac174d26b6ec..c9b83dd943b20a3211ef7ccf7fffd23c1842c506 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,19 +1121,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 1228e523a3f8e19438a91414a9c1d6266b030910..408930919968a0d262d0c1eb1123cca2adc251ff 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,19 +1232,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index ec7fed4d760b4a3e281d2fe5da69a8321fb23a64..87bd2a4f563d026f2906d52669de8a4f26378d0d 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -695,15 +695,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -721,8 +721,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -843,7 +843,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -852,7 +852,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index e2cf53e3162b712e2995ce2b0ec3b03bdb447652..00ae069c631101f415bd17ac48a9ab552a391d9d 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 0320a899db343ab7e270adf87888c578caae9c85..0206b3de547469f961ee188a408d59eeaebe0faf 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index 9bab7e2b47be29102cd3f63b4c8de6d640ca8ce6..18a7a482d96cf825a3ca6d6c6f6cd500184e81f3 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index d26a2825692c21a4b99cf9fab2bfc4844ed264c4..634af2d3ad01b80dcc23e11eb87303a970313e8d 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,6 +621,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "045340", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-10-04" + }, + "period": "2023", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.20, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 58.22, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.73, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 6.22, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 0.62, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/045340/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/045340/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/045340/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/045340/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.32, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/자본구조", + "status": "derived", + "detail": "위험점수 5.23, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/유동성", + "status": "derived", + "detail": "위험점수 58.22, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/사업안정성", + "status": "derived", + "detail": "위험점수 6.22, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045340/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA-", + "score": 9.2, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA-", + "score": 9.41, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 2.44, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 3.8, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2024", + "score": 4.22, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 2.25, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 2.04, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 3.11, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2020", + "score": 4.72, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2019", + "score": 6.02, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.03, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 58점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -631,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,6 +1052,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "045340", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -758,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -777,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -804,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -818,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -826,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -842,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -982,7 +1426,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -993,9 +1438,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1040,9 +1487,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1074,7 +1537,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 97a4b8b52dede08cfdb8168aa1a7781db697e295..4eeb91126de9dcd055a6cc20f86d58eab89ffad8 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 7b6b69f7f24bf53e554fbd3eda54c546bcb20816..1b5502e119deb8bc50b1916ce372a36c3211ffb7 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index cfee6847a4e8f0c28e9a983b7a408f10133f6697..18a57abcacffc723831cc68ba2fbe26e83007eba 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 4018f86becdddec871d7c49469335cd1763a8a95..4d3fb070d7b5f08fc11c28e24faa34feceda253a 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index b115d6da790d68fa651a368c73211610347aff9a..43d774c7c139566c764b0c63e193af4e2916db8e 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 15.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 1904df971b2224b45fbebc73dea41f6d0cad8659..ac00c9be623c6ecefb94288944f011bc291f6892 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B-", - "summary": "dCR 위험점수 64.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 64.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.사업안정성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 31.73, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 30.5, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 4.76, - "sourceRef": "axes.자본구조" + "contribution": 4.58, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/046070/axes/현금흐름", "status": "derived", - "detail": "위험점수 35.66, 가중치 15%" + "detail": "위험점수 30.50, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B-", - "score": 64.75, + "score": 64.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B-", - "score": 64.93, + "score": 64.54, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 140.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 142.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 6bb178c65a82da5295a4dd1fffb484d925facd01..e9ed89f089d6f4716da9aea482741df78183b0eb 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.35, + "score": 47.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.08, + "score": 47.72, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f1f8bee4d3ff", - "target": "046120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.345 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 5872d2a5c38eefd0700374d5450b5af587f64a10..eb4a4dfe34297354f0f6c246c2e57941532e645b 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.69, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.87, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.69, + "score": 29.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.89, + "score": 30.1, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8af928184a50", + "target": "046210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index ecd9d486a311504d34ae655f6bd72feb60c310a9..86124d47bb1504ca16f4a3ebf05350822ba0baea 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index 8653b81d1e4f678da0f416e666fe85b32de7f9df..735bd2bfd5739289c8c16e9871532d84bb090574 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index 79667d2b81e1facdf152ff62fe880099981b83bd..b40ebed252bd61eca29a9be5d2ba3158e3474994 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,19 +1148,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index 0764f5887aab41bb4dd9a14af1fd605429955777..a1ad2c3fb774a5d387db0c5153183be2887d350f 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 2c8a28b34a674baef5ca2de5cfdeb6f2ecc28f92..4093afd28caba60c7d548811d9379ab21879fb0a 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,8 +1602,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index f15eb0d3a9251281c7647ec5418cf09f0da5cb5e..d04bf0b713190c907fba11b23049341bbd5db4d5 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 2811dddf3b8e208a8a44be5a7758fa209ceea9b0..ccb8fbb941676b2455574c886f94e294b5318aba 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index fc0664e3f1ca294d086ee27f48f01a4f18e01791..0be6679813e273c1484905f188fab589794790d2 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 81eeaba2f99f6d609b058fe0db8e7c269220b2e6..951fd2606240839c4a541c6fb6aa5c6e6a899a95 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", + "label": "dCR-A-", "summary": "dCR 위험점수 23.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", + "grade": "dCR-A-", "score": 23.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", + "grade": "dCR-A-", "score": 24.61, "assumptions": { "scenarioStress": "moderate" @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { - "totalNotch": 1, + "totalNotch": 2, "reasons": [ - "중대형기업 (매출 32조)" + "중대형기업 (매출 32조)", + "시가총액 10조" ] }, "divergenceExplanation": [ @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.085, + "score": 0.08, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index 240f673bd5149dcecbce142fad20f045d7f16983..a9477e99719c9766aa041bb797a4f9902f2974a7 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 7d6a894521d0fbe73408a32fb01738bb59c0506d..9c8e0ceed6bc7b23fb3eaacb98a4feb9fb757f63 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index 98fe9aedf7b5078f5d42fb5ef9f53de10474ff94..97a9d8bab2f968074c7e06b5eabd679ebe2f5ce0 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.23, + "score": 54.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.94, + "score": 54.92, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 21.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b0a8700000fd", + "target": "047400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.245 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 6a0f9561d28d9375272150ebde6a6c6c312058d2..e6acd9b7423e6ad726e6226fee57c9df666953f9 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e27ed5bdfac7", + "target": "047560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.648 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 0108ca33ae29e0b459a6c59f0634815b0c82cf12..d8568e08c42ec397d71cff3bf049342155b868e3 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 75ab3589787d311cc92f6385a92b0cc09b0b941b..86a921d2d9c5a1679b7dc8d9b7a149df8a4feaec 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index ed7dd82828b303ca42f19e0bfd9bc305747e2d9b..8d361e714b4aa1ac4a9d66515e23da44267e1617 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,321 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "047810", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 41.00, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 20.31, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.03, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 65.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.92, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.23, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/047810/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/047810/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/047810/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/047810/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 60.92, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/자본구조", + "status": "derived", + "detail": "위험점수 32.22, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/유동성", + "status": "derived", + "detail": "위험점수 39.55, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/현금흐름", + "status": "derived", + "detail": "위험점수 65.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/사업안정성", + "status": "derived", + "detail": "위험점수 20.31, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047810/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 41.0, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 42.64, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 35.4, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2025", + "score": 49.79, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 43.28, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 36.1, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 31.33, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 39.98, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 28.0, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2019", + "score": 16.27, + "grade": "A-", + "pdEstimate": 0.08 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.75, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "시가총액 13조" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 65점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -737,6 +1052,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "047810", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.52, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.04, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.52 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -766,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1387,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1398,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1447,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1468,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index d8ee5232aa53ec2411a0dbf23d88ae6890729fd3..1c142212a8e85db6dfa01f0436fe77fd07ce436f 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 7ebaf1a9786dcdb55763e83db4fd617ea11abecf..2655ce02531af935d5b2e7e9a72dfff057147ba1 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.13, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.13, + "grade": "dCR-BBB", + "score": 26.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.71, + "score": 27.0, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -918,12 +923,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1137,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1224,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index e92a3d2636c893266ccd091253b41fc8f2691986..30e5b2202d44a2d49f5f9b837876abef385951f2 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 76bc876b93c89ef8e8f0b7230f7485087498cec0..e4d3e14461501148967ecde3d28bc60b04c75e33 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 5d47a0aeff6ccdeedc5e4ea62179ed909437b689..8a846b338b70c11cda7e4058742d9bb4fac6e0f8 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 943ebbe5fe3b858b4a67b7ffe11e81113189f4e6..55c1c83e7b5ef67292c5c507b7583d8bb3689afc 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index eacd6a56fbdcc07cf364b3869b77f05db6b1d66e..6a5a8da5812573a3f016bc62a64098a8affb6abb 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.61, + "score": -0.615, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c466352963d8", - "target": "048530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.638 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index de3ba3bbc7c9e13fbc441e490f0e2c3ba9f7c9b7..7859be74e91139dd68b5e00f4cb17e7f2b14c465 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 8ed812a74fe202f7af42a91cd702fc21c8abe5b3..10cd31451d505fbd20207db99b69e7a50d479e60 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index a8ca25d4fa61b126fba5efd2a3b0569179ce943f..54b4b95e6157230ee2f76a9bafa50c856d519f18 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 67d277ff8c62b45aecb14ef1ea023b30df8cd613..764dab96a0a59eed7138988f4192b0221347de5f 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d0dc0a783926", - "target": "048870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index ce5865e0d9b1e13649501aec72af652d29888c1f..ea6431fac31984782776365005823b0e58226171 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index eca635a18f145c8329f0be221d579ac567450ad8..52e6daff710b2cf238ae8f18ce77ea8c27d5cc32 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 20.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -672,14 +672,14 @@ "sourceRef": "axes.사업안정성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 33.79, + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.07, - "sourceRef": "axes.현금흐름" + "contribution": 4.5, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/049070/axes/채무상환능력", "status": "derived", - "detail": "위험점수 11.40, 가중치 30%" + "detail": "위험점수 11.42, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/049070/axes/현금흐름", "status": "derived", - "detail": "위험점수 33.79, 가중치 15%" + "detail": "위험점수 22.97, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 20.12, + "score": 19.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 20.12, + "score": 19.25, "assumptions": { "scenarioStress": "moderate" } @@ -919,6 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0db3764c8a78", + "target": "049070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.656 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index e75e404694bd72c6fae206f1ad7a9611245d415f..08eaa0031f1d04a8b3b775635fb579e7ed368153 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 52908ad05f7b72b6a99006fdf114d4ecd3c46f2e..2dd87a7b8add7c564e16a37445d7aa8e3129b8de 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,18 +545,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 54.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -740,15 +740,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 54.08, + "grade": "dCR-B", + "score": 57.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.71, + "grade": "dCR-B", + "score": 58.39, "assumptions": { "scenarioStress": "moderate" } @@ -831,12 +831,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index c6fcb734b19360234bfa5fba7ac34848df9e9192..fb384031ffde6ed66482732647f8128d216a795d 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,19 +542,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 7140ae0b8fee2e928b57885a41b8f5bb89d9bcf0..44ce8755309f486de515e589d19c8fe8d62e0abc 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.255, + "score": 0.25, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index ff4c9066bc55354001cc912540717acb77aac988..28f12951c78289df874ab0d6b6aab70f2373806a 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:632a5a1c1f9f", - "target": "049430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.411 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index d69bc4ef99df560a1103131ea2db7d0db84e3b61..972c59591ab95c0a69430ac9c19fc45ef7691e2c 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 4d955c23fe42184260a21f3154721cfb0c81024c..418cf0af32d2743cb7b7788ca797c64fb21048c0 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 413c15bf0440be6ef010580d329dc68ab5ee00a3..66a0be6809b7db901c949ece9ccdf8a46cb7e0aa 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.045, + "score": -0.05, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 7368c28d3c6c8c06feca8ecca95d6fe8e4c40af1..ed6a9df8d62a839ce785600f7361cfa0ae14fc8f 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.03, + "score": -0.035, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 2dd904f3a4a97859badc4a26102e29608a5d283d..073ff1421a96b8221d9c37132ba8c2227eecccae 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index b9f4072824df168d70e8015e8ae9b50635c175f7..54c6ebfe6b5126812ec415f9bfb569e92c010840 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,6 +610,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "049720", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 5.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 20.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 8.22, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 0.82, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049720/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049720/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049720/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049720/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/자본구조", + "status": "derived", + "detail": "위험점수 4.43, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/유동성", + "status": "derived", + "detail": "위험점수 3.21, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/사업안정성", + "status": "derived", + "detail": "위험점수 8.22, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049720/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 5.68, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.22, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 9.46, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2025", + "score": 3.34, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2024", + "score": 3.81, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 5.51, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2022", + "score": 7.98, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 10.43, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 16.53, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 11.56, + "grade": "A+", + "pdEstimate": 0.04 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -737,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "049720", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.75, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.015, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.75 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -766,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1456,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 5c16306fc05e026961a1492eeb089f26c850af79..27ff3c08c416761daec203e08a1453a9acf561c8 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 15e0ccebb7ca20ac9ad49a3b0e50c07ac44c3f5f..5eef79f84b0b52e0f49d4750afd258a90abcfcc1 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.005, + "score": 0.0, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index 6217987e87a8defff59286044a213c440401ddff..bc607869bc87ead86e51af0361c1485e9010a990 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,19 +1233,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 7d03b00beaa18dc85d4b4a7b0a7e36c41e0d2151..a040a4716ef54928c3f8d8a2823ec7411dba9ee5 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,15 +994,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.62, + "score": -0.625, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3e5292b016ee", + "target": "049950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.743 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 85d13bc3e7dd84fbfbf94c76801e18a11d94bd2b..59d7db086bc8ef0e905d2cd01a948b20359ba30e 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 82755c0dda21a5a4184ee2686d57a24f92c4e154..97fd093ff39722d63cfa0096f22fabb93cd7e362 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-01", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 9f2c15219f0e3db4819be035284ab32e5109d7a0..7c00000e948017540bc9688d11867fab0a7b44a6 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.03, + "score": 0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 7ace76ddbc5c8cee82528eb8428c8774c1b7c1f0..6a789a97bb767986785f8f6f34efd767630f7730 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -664,21 +664,21 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 80.75, + "value": 80.28, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 12.11, + "contribution": 12.04, "sourceRef": "axes.현금흐름" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 65.0, + "value": 50.1, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 9.75, + "contribution": 7.51, "sourceRef": "axes.채무상환능력" } ], @@ -689,7 +689,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/050120/axes/채무상환능력", "status": "derived", - "detail": "위험점수 65.00, 가중치 15%" + "detail": "위험점수 50.10, 가중치 15%" }, { "id": "credit.axis.자본구조", @@ -710,7 +710,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/050120/axes/현금흐름", "status": "derived", - "detail": "위험점수 80.75, 가중치 15%" + "detail": "위험점수 80.28, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,19 +1181,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1589,8 +1589,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 4f662a87dfd0726d618c9c96f1ada50879e0d969..cffc7b8729f959f9d0707d4befc6294a5329023f 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index 1bffe98d111aeb55d7948aee7563e27e47c319c2..63a38fa2f80339ffc1f9635cafdeb01ce4fab72f 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,15 +1085,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.685, + "score": -0.69, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 35d7609d3979d7f9c2e2f5c09854f9fef881491a..ae32a64cf1c0188b7941dfd7e95567cd0d3c1a47 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index d6cac10eaf78c42f1d57c459aeb3bb72db6f0ba7..caa163df8bb839d55d9b63e7ae813bda9b9ed901 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.42, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.42, + "grade": "dCR-BBB+", + "score": 20.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.61, + "grade": "dCR-BBB+", + "score": 21.4, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 419625a0d2f573ce6b14067b9b79b9ee4afbe479..0278ea258fb63bb47584a5ebc4431f7f9bf9be22 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index 45357abde4a5c93d2ef1b0bab6842dd79f3398e7..cef31cb1387023059fb93be65978afaeebac6752 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index 253d97d4a765bff2c602f3e18b47472cdabcd5cc..af0530f6b4b97840ba5c44d37f1c478aa3688e15 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 4fbf8c2fc2e9a3eaae1829e8619a023096706037..4e6c8d107131c8f3eb9bc8a70037caac10523468 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.31, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.58, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.31, + "grade": "dCR-A-", + "score": 17.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.74, + "grade": "dCR-A-", + "score": 18.94, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index c1938d41970644c69b22fb4d6bfe3846b1c0f318..6d1210a855d59a2abcb8259dd944d858ce291738 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.84, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.86, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/051370/axes/채무상환능력", "status": "derived", - "detail": "위험점수 5.50, 가중치 30%" + "detail": "위험점수 13.99, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/051370/axes/현금흐름", "status": "derived", - "detail": "위험점수 19.86, 가중치 15%" + "detail": "위험점수 15.61, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.84, + "score": 13.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.19, + "score": 14.68, "assumptions": { "scenarioStress": "moderate" } @@ -907,17 +907,15 @@ "eCR": "eCR-4", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.3x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index c9d411f87b245f0752155d23bf69a70a29d9a4f1..6662968577e3cc6f24795b5149affe94b6c867b7 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index 9d33fdfddce3478c373032135417050cfbfe14c4..e6497444bf73bbe427f64e27f0d1f82b7649ccef 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 1c36bd512f2b8a38b6f63de0b8829c52c0dffc25..87240496b57200df74d8d317061191ab159813e5 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 6e57b1ad61b6b0e3f2efe415ae41b0e2027c2260..21d1e18d19c3a267285204b983a82465c4ef37f5 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,8 +1605,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index fda644113b6e2a259f1591ed3a01d3c8aa592152..7686862ec9272959a1e8ca9cc044718774459147 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index eefebe7c8ff5672c3916fa966af319882509bb06..79b1f7beb0144841a37ab4b5945a21bf0b8468a0 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 40a566237949d49cc5e4ce31653129564ec18349..132e20f5d9c38c99f5756e1e7cd65cfa5d30e238 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 117.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 5a5b22020fb1aca9a05146649f7e95ebf92b47ca..e367cf48ffd641c08a4939af8ce4fb639cc1da16 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,15 +1073,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.345, + "score": -0.35, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 8c81b98731a27bdc1bc063f08c2234bd92548092..03566bee2ecaba6372fe1496edc64fb5c586b157 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 5cb281003889b07fc247e31e00242174bb5de0bc..18bd278e3d8e212be401b913630f8a390ceff552 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-10", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index efb7340d4c8dedfd587b136e9d5c20fc482048b9..0236cacaa4b34c241131a2c744b45fe72b48325a 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 5deef3b83ca3f9ae72a8f65ee801043dc15a269f..20021a030c6b30be18aca990d652d2b8053b8dbb 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,7 +914,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.09, + "score": -0.095, "direction": "neutral", "sourceRef": "expectation.score" } @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,19 +1075,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index c03b774a78d565fbedde4e7cd0538ee2f7d399b0..dafaeeacfbc844bc71fad95d3799cc9295e4e413 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index e8c40c59c3bc4bba3765a89a201d4dd73432b926..66b615944ed36bf81fcc8fd3c6029e496a8c5ac9 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.76, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.76, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.76, + "score": 5.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.2, + "score": 6.2, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index d2fb85fa2578584ebb7496da1da948f382e8043b..9ebe7c265469703c45304ee9a02811d8838c7475 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -990,7 +990,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.035, + "score": -0.04, "direction": "neutral", "sourceRef": "expectation.score" } @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,19 +1151,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index 03bb0f5cf24c167cc97397817f974ae70fe883c0..436fd0b5b41c89257b470919b2021292e399bb00 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 939c053d5f1a753cbb01cdccf0b79f035eaae5b8..b39e083a08febc4270e63a3c81d4bcd4cadb289a 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:629a2c207ad7", + "target": "052330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.606 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index ac1684ee9615505135125cfe2f937179ff364576..81040efa67afe4d5d32e316baa36b3278cbef7e4 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a575d099798", - "target": "052400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 10277eca0fb2f2cad2e6899f4c25dfe34fe575be..8117fda887744ee7ebbcad8619402a87e191d7e4 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index a05200ec2c5c8657302dda604c767df6de7e73fe..684fea381b91dd833058c4f42ceaf6cf961d1aec 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index 518baf6b20fefd17467b76765b9adc62207b3413..d4f4f61fc5afdf1fff633d72a6291f871a2e26c2 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 1ade1d11babe6e57c1a6771fe4e19a2f02cf3127..b86e5b2c6c0f8bfaf62988beb235dafcca755a12 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,19 +1151,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index af0e1868f41b04cc314c047533699838260b4f1e..d1947a39eee7edd3f207d1aecdae9af62e635a55 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index d81bf47121a4fbc7cf106fcac2cd72bc9ff7b3b8..e3a625412e4ecb7d3d684eae598069e7fd0903f4 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index dddeaa82b712b678015dab7211c593375deebac6..362af1344a0defe03d9cd09cbc08dfae3d5d519d 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 595.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 605.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index bd5d6a4052cb2fc603eab299a3c153bc82e70e30..b5ddada2b3f76219fe6732e19dc4311494f5430b 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 1c7e326c26f910a31425f7ffff17624000bd7b6b..9620a06a419bcdbd4afca7b3a4e7584e362156d9 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 6c81531dfcc2e3ca6c3517dc7224e7966cad6b34..6c8f78d4700381443c59df667bbbe54e385544e4 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,7 +1670,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1692,7 +1692,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1710,8 +1710,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 1ae06c11c106730e9cf2fda7c04af145cbaa2a22..12020076607ac5a6e1106c48de7aada9e7cd81db 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index a984eaa7d7974d0270a5444ab725462205a5eb6e..530b4d485378bb14b21b19689a4cadb7744481be 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index bf63f23d453f2fddcf9382d52ac2eea106ef5412..abd4e648a34424366db5c9e810057c915e74a7b9 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,8 +1553,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 36f2b6bec7b90bded74ecf771f4d1cf53809024f..71237173e436faef0ec45cca5d6ddef98f0cbef3 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,15 +1002,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1404,12 +1404,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1122a90e5572", + "target": "053080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 0623e13b4c7296fa24f31c67c9658528b03dee74..f82a56d2b64e2e6a88fcf27b75190a78623f5a36 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 7ebd85be63674c2b8bab12be060404645f32b3ec..04aef87fbca31673d6a39bbc20c7b93e251bd709 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,14 +1077,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.275, + "score": 0.27, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 798ee08fc53d60e669eb811ac54db9f59aa4413a..948d2aefee469562dce10055ca46a04c1221f7a9 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index 17e4de28a3cdb93ba101b67451868c5c82d9dba4..e98e7ccc80067f1e42889b9c0a8f20c7e5a0ea63 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index 0d131844d7a49be1da31b9ce978d42f989b67f5b..417fe3092f6bf585056364e9480081790ac31040 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 4683e221b934565699395c63859b654bc6fe9015..23fb6d3f018e408dfef0249dbd81924eb6f06945 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 4563c0676321498c418c86f3ffa395d6374d5d5b..dc3bc6c98a4cea9c81f687feb4060a2378d2190e 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index ab8b2e765f8277ea7a0cf5c7717f0589d1b52330..1ac20caba904811a2267d3ca6d47c12439b14acc 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index e94e000e4b5007b4d097ef38eeb3482c801655d9..adf3ff3f3cc3256fcecd40eff3cd9a6bd2bb4141 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a31942ee1bd6", + "target": "053450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index ae95af226f0a9a2da06167cd5d1b50bf81af20e7..9733126bf323b7757aa83c150aab5629808fb143 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,10 +1084,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index 2a53e70009d142f3fe57133d8ab2800f3ff998ba..e5a973ccbcebffd43d678476d5bd96b152db3b4f 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 16a3b725920e763471b0da5ffbca9336758000ef..221bfaf5f3c3aae0f0240ed7d45b7beca8ae236f 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 452bc05fe0279ea6f3525cd0f0268c99adb8099d..7aa37ee0062c55ad3b81a108e679626a22132dbc 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 16f0447aa3cd73449a32a9806d8b19b16e58b1f8..e726da1a44e1a02d4c33fa81f768b9aab37c9006 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.12, + "score": -0.125, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,88 +1601,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:52d30e66dcdd", - "target": "053700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.827 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 675672f9f8ef21720c6ba17906888ad3620a2ffa..93715d8e9758da348d4884db95817fce3a7c33fe 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index f77bfd1d16a8d55738de6ee3c56b506bd9df67a9..e1a488de0996c3e357afad03f409e3678e69a836 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.84, + "grade": "dCR-BBB", + "score": 25.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.47, + "grade": "dCR-BBB", + "score": 25.95, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index d5f07c800311a090f95e1a6f768836e332c9bfc7..2a0d5d1599418fbdde75885f53edc8293d80ac6e 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:50faac59c58e", - "target": "053980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index ecc64e02ae600c5e923103f78bc7ac45ddedaaa6..33c9913bc7a1e4b91fd5b03977a6fcd3371983cb 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 21b50abaf898503be2818d31de63d28146c21e3c..d607fb1001f57d5f0cc56995be5f307972fd7c4d 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 344fef73ec0d3735e1efa3dd5b17db4b8b4f07ae..df94c16e076adf9a779a611e80d7f033b4682377 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 33bc5c71baffa3d5b17f4ecbdd0a3142796fd09d..bb1c8513cd24730defda23f7bd15319c33c59dc6 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 38ee2254dacfe7f257dcd4df8850936b4e89a0fb..6af38136f05757feafdfcc5e112ffdf3de0ae696 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index 80985e2d7cbcfc7b73d42d64f2b6a721c1ea43b4..06b8e89955e0873eab56a8fc13f64e9e08bb820d 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 37.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,12 +640,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054220/axes/채무상환능력", "status": "derived", - "detail": "위험점수 30.14, 가중치 30%" + "detail": "위험점수 24.62, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -704,7 +704,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054220/axes/현금흐름", "status": "derived", - "detail": "위험점수 20.15, 가중치 15%" + "detail": "위험점수 16.08, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.71, + "grade": "dCR-BBB-", + "score": 37.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.51, + "grade": "dCR-BBB-", + "score": 38.08, "assumptions": { "scenarioStress": "moderate" } @@ -825,11 +825,16 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, - "notchAdjustment": null, + "pdEstimate": 0.4, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "캡티브금융 별도 D/EBITDA 2.9x (양호)" + ] + }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -846,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -973,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1153,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1172,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index f39540ecc568b5f4f74b19539c6e4adcace673c2..375f7b65ae7b3c71512ef2318765cd61bc292ce7 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index 957d141279d3143e53e465052924a4419a48e858..66b1adb762d0bedca0a51454215158e827f302f0 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 33421f441d77678266411e617541ee1f3e4b7458..0de1acb132d2718a8c8ff5d13bd52c8cc86a8c0a 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.41, + "score": 39.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 37.75, + "score": 40.0, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 2ae546553f652f7ebde3def8038d740e183f09fa..b28b2f03c7d69028d4c507a930fe65a06eb2fae5 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.74, + "score": 53.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.96, + "score": 54.31, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.135, + "score": -0.14, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index caa3fa251f326c102209649a676908ef05d373f0..865cef862a968867b27ae1aba7a6fe84f5f30864 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd8373d2e7b1", - "target": "054540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.589 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 940f61680e760d4d196dc21a078f95e8471778eb..95d51709f7cb4e0f9039210855dd31f8d5b92b9e 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -856,15 +856,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.37, + "score": -0.375, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index f66a9f23ed23b8582e788d0e419132ca9c71c63e..1ec5973fd4719b59bcf6d8c49a4aad13b30a73e8 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,19 +1182,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index c785aeb3f0b99eb20786d9aac551ec3cb92d5fe4..1712a9677964f94731f9ef2209472df081de4f92 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 7b407ee451cfdf4804e32898ee866fe6d643415a..fbf80ea2d75f5fb8e95014a7ffc86af418567c22 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 7976b480c851bc3efe0b3e027b8e28ec55477b5f..a5468b6ce18d6b225c247e4ab13a30e3be055027 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 13.33, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.54, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,16 +658,6 @@ "contribution": 0.72, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 49.26, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.39, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -677,6 +667,16 @@ "weight": 15, "contribution": 4.47, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 18.93, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 2.84, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054800/axes/현금흐름", "status": "derived", - "detail": "위험점수 49.26, 가중치 15%" + "detail": "위험점수 12.50, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 13.33, + "score": 10.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.54, + "score": 10.75, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -914,7 +914,6 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "현금흐름 축이 49점으로 등급 하방 압력", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1674,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1696,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1714,8 +1713,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index f82e9d4b56759b39941070dbaeda901f2e06c9a3..3d021e749c5ed77356a8a8c5a63d34b1667f2011 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT (지주사조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054920/axes/채무상환능력", "status": "derived", - "detail": "위험점수 35.61, 가중치 15%" + "detail": "위험점수 48.81, 가중치 15%" }, { "id": "credit.axis.자본구조", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 38.94, + "score": 40.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 39.37, + "score": 40.27, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index deb2776f5f0b54fc5736c4f2f3c92ef106ecaad0..91a24da8560663bbf2902bd76f9fb10986600ef6 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index f1932877c7186e1de56f3ca57b63e1519cb8f461..ebfb1cbc13e6ae48508839a926d795807b1f5cbb 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.2, + "score": -0.205, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 74fda87519dd9dc4d56895fdc8c697ee1a6c968e..0cc31e07e2751b04c24c42b34093134b652c43c1 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index ee30134998b0705b9408b98b61c6b460a8669e93..bfe71d47440854193bbe5f9fb277e50e60fb4bdd 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index e6b7cdf563665e7befe1b85b952a1d093c8560df..c245bf903776f87b21ea59de35d60d62bc2f0fdc 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8323db6e918f", + "target": "055550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index de657b9217172720d93085e663329a407e47eea6..dfa774042bfa1d6a09121793b9b3385e46302d48 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index df440892e791d4cde7f5fe2354916e3dc1fdeadb..289e8d14ca70164df24dfeeeb64c7f0e7a091413 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-09", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-09", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-09", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index 35466aafe0ca7b6e81931602febc3f3940f12bd2..3968a109510eb8c83f7320330485855af330aaa5 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.68, + "score": 6.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.78, + "grade": "dCR-AA", + "score": 7.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index a4168ff7df142727406c8f69059252760f0b8758..0395ad2d94aaa41f4cd4a1dece0935bd4d34ceb4 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 84b4aa9076617e1ef7638326cd51f12bf69415cc..c3fda40a5cdb558df443d26eba40e79389067a7a 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 271336976f46d366e2fd19b421f03d1b73341f63..1da2e4beb231c1a9046e751a59e5a1a3df475c9b 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index 2f194c9be3a1e2b8233885e4ad0dfe99eeff48b5..c8a87cbd678e47d337bca5b862ae0746b31a92ff 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index 4da12ff00228abb7887a309f07f4cfd2ec5501fd..c35cbf0f8efd443ee0a578c696053458bdd0e6a3 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 3291601bf5bb8720d67f4718c4685df4f4cfc492..8c9a8f3ca11de3f3448b731b3fa1a3b903e73798 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index c66344c0afca91f7e79ba56680f199e7f279c876..5749cdef93c861b3588d53be5ec641a2eeaf8904 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 1abae8330ef75e4052dc2f34882ec0dbfa240b12..13e2f854462bdc2e58fd6d8a95b5105ffbb0e4a1 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +728,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,19 +876,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -903,10 +903,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -933,7 +933,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 69b7ae937c991803296800092e132e83fe400397..a5da3fcc629fbbd92a8fc48288fe158e71440abe 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 49a29215e49329ee9ffe4a3f0c53d7712240c690..3c2980885bc32632a2687bf577c7d80ff69fd380 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:602f85cb75d6", + "target": "058400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.751 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index fedc273e3078f8e740bde153c895967b0f22cff1..131096d0bb8f166112ddf5b3202ae121f5626419 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 49d4d4e291c51e20648e915272776a796aa4a9fe..968b6011333e8fd55d9f9e812211eaa744a8f922 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 2d5166c5d412601eee170241b3219ed9c080b3bb..b0a5970fff7493e2699da2a4793de461cf6752c8 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 64d158b9b06d70ca6e2fdbffe4984e1e877cfd1c..7f3dd40841fa256e955a4d6fa60eb1e49f369f65 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 063e7f7aeab09527c5c047b5d49963addb5d76db..1212a5e849c32733ed6d40849c789f5ea9242a57 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.06, + "score": -0.065, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index bb227c3281275b4f84c29a570addb7c3fc3fbc6b..a2487051ad7fb1aeb85921389bf7302222d53425 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 001646b0ed93810c34517a362be6fcbff2221648..63cfed116de8937931f5731e78110c85b1906493 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index e08bd0c013fd468c25c13ee382e58354b8fa11f4..4d3888c9b2b9063bf45cc9cef5351ea577bfcd7d 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 0e7e6e2a04cf9f0d224b7170ae338c2eb86ae1cc..ae2d94da38164627ab997260270e91453a54456e 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index c823f70cb21cc82c07a7391bcf67ceab8ea748ec..887e493069c92f138a36757b32d2d796995f94f6 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index ff6745d306bd50eb93085c103ebdc731af05aead..0066b34c30a932385260fd55366fc713b2c1bc81 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 324f4cda58c338a185baa67f732ce7121c23061a..de3355d5fca5ba7af96353eaab5336fc39f8b505 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,7 +1410,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1432,7 +1432,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1450,8 +1450,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index 8a131df01b497aef4142a6763a37eb0d42653aa1..dd6983cdd467666e9df05211f1a17356099f4276 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.00, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.75, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.0, + "score": 37.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.68, + "score": 39.18, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 1e4bfbae2ebbab71bacc8bccecf1985cdac1e066..fa7ff7195c1bac7a1d0c025a99ba72576655f86f 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 942645893fab60ae2b2c782c8535570ed07b7053..8aca9803557d401fb0ee295501094c5069676832 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index ebdf83a5477000c5f9fae8370e86b87ef5b49ada..0fce9a2ad128f9cdfc324763014464467cd10e66 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 0b814cfc6be0a70e7272c7fa32a05a3c1ff583b4..e8ceee95c58dec3e336239cdf54a92347047a507 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,14 +1088,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.115, + "score": -0.12, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 0e292e050af40407e7b4cb5f60940fc4360008ae..b2b25929381d9e2b1ce0848a8d5feabc1c63c690 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -969,10 +969,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -991,7 +991,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index a9f01e5050b469501339adf1057bf00402718df9..02b060c40996335d07311d90289a2f7d353d7cff 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 04fe7c361043f77a57feb9e5a9a888cb27fb1148..4d52e3deee0a6f5a3a415ca288e7e5bebf98cabb 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index db3d5965684b9dc18266d1fc5dbc42ba2674840f..2a1d508d3f73da68e9b19305b518e813eed15a08 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index c27fa4b8c30a5373cb44342efcbd1cf9049b489c..7f296afba87c55e5ec651ed27f3d19f1f0ef0c48 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 3aea01bb40538cf20500cf2bba6b196d784c340a..83dd6fee4ed0028743a5c30119e7682d72cb3ce1 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,15 +928,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.02, + "score": 0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,88 +1370,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:468afdcfa0e5", - "target": "060250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index 2417af60e4e828012b89c1b9226d8400cced69bd..6024a0f85659990df98252e00c8191cebd39c576 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 479bb74021b3b35a2f0ef330415c632c1306303a..1fe608d76723855c6945c769ec778cd8a8f0a286 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 5281284f65e441b0cd9d9f59dfc1bb63a47c15e1..13d0196cabb5f2fdd300434eb44f407f39ff1a8e 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,19 +1145,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 7813b660942533ddcdbef381ea3c8b38e64389be..c604ed152e264fffad70981f3b5f553afc388512 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,15 +1043,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,8 +1449,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 11efea035d3681b5b258a680e86043689748abb8..e90229ba1d214b650a283e90c93059b330363fad 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,19 +1150,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index 28f44b39d57bcc62d47fea08eb15b046cd5ac11e..258644dfbee2f246b9156cf874256060e0caf9e3 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 5077d63f3688365027499cea26729493516e578a..0bc0c9c1b87f67299c93678764ad432bf5b486aa 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 0f17512390e46a304564d29b82e30818b0b084d6..5269fbacb9d37e3b3fe1f8b0da045b9d8070e8b0 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.18, + "score": -0.185, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index 1c250f85686d98566a3b83ad0086269137523564..c3165863400fc217e3dc1b7bab3628ad603f9290 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 14.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0872bef7f194", - "target": "060560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index faf0ee9758d7b7ddbbcaa5156191cc2d43260d14..ab7f33ca32417f5d6d239af2695577235d892cb5 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 10e1c9c2b7f5b016f081b07e9ecbf23c9ccd0ad4..9daad4e903c1a56b53ab40846e057c3460a4371c 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 43135b1d398bfe19f9e98ed4416ad0c3fc01f975..a8b6bab5e472d9c4b2a860bd7da22d1eabcd449b 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 582618828ecdc0e193c67017f34a033aba9d42a3..4ddb887de69d7facb4a105905ef19c1469e913bf 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 42e3c3b57fb344d8d77a41b69f7d8b8686219d74..c15a34bcc7673f61d7cfbef8f959584030d31fdf 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.08, + "score": -0.085, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index e184d612ed84f257845f9c71360eeb24454f4588..28dfd23fb3eac35b4e0ef85c835e155a4884ba5f 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,19 +1059,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index 02c6ad3038233c172cb59a7b359b1acbc52f283b..777a8f52f098b7a3bdf1e0678ee4156727aa251e 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 5d56b0bdc68774c39ef4c221c939b737e581f4ee..295014b1cacb3db29c6d4f9b87b2bebf46316c9e 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b4a3051f9cb1", - "target": "061040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index 0b4efda4da13565a42aabf8ff2b68f6a47a8d601..ce67c0a3cefa0f6594e7c4bf68243a0ab8c229d0 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index f3d6c285def62a0581156e0258b4fb442b341454..19d05a501ca3f7682e34b21df1bf9ee635e82f9b 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 9540e179ca969fb611eac6d0552d3b7e0a3cf2bf..56ce3028517be9eed5fab02f87ca54a3d0ce9fda 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index 9cc4228f79a88879ee2fcea48c5de41907df6771..e9dea4b029d9a9d1215454494d73b70b9fb5cc96 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.47, 전망 부정적, 유효 축 가중치 75.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.47, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -493,15 +493,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.47, + "grade": "dCR-AA+", + "score": 4.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.48, + "grade": "dCR-AA+", + "score": 4.48, "assumptions": { "scenarioStress": "moderate" } @@ -548,7 +548,7 @@ "weightCoverage": 75.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -711,7 +711,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index 9d751ed213c3f527ecdc589671392cdca92b61db..f6eda24f9eaca8dd2efe7a366495317ce1371d55 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,19 +1160,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 70b6fe30302d29ad76ca6b8e9c2c76c107c8fcfe..1e349f3e81186d9aa3c4cb4e8675aa18dcb14120 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 3bb5647af5f594d84df129ed359672aaaf1e1298..516709e8c432e8044e95204b1daf1260386f49e9 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 71ad281209a61aec8acf5b104e3cfea05f5723f9..628a8644a00e88d3dceb7dafa02e51f60e8a470f 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 2217bd6b94696e6fc81d714bba99b6bd3afa6f5a..485e813c935521037a8b9755584dff5de08a5166 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,19 +1177,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 3a4694e33906258ae4aadd6ec9c9c10bfd6a1f28..6d3136666cdd1392b6d9c5997fcf78f1ae4d66e8 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,14 +1076,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.05, + "score": 0.045, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 7d1d10939643aa3aafc885a9db6974bb858a9e6b..12c0f17a2f4ba7f88e97f0b7df8e33ef040759b9 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -589,11 +589,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 20.29, + "value": 20.41, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 6.09, + "contribution": 6.12, "sourceRef": "axes.채무상환능력" } ], @@ -604,7 +604,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/063570/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.29, 가중치 30%" + "detail": "위험점수 20.41, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index 066f022216ee3d3223408b287d4223f252e2d569..d07a0bd44f90e57c7a4555e2053df2059e630062 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.77, + "score": 0.775, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45f0e12d5b55", + "target": "063760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 28b931e04c8bde402ed0d961984c5770dfeed8cd..a554107b85f7fd2d80aeb56908b13ec71d0c29f2 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 4c6e783757e0f0aae37ab9acaf1c124dd0803204..decd7452cff5a111786caa80ece3e2c8968a49c3 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 3668a69b56ffb5108b79f33439311490bdcbf595..7e69b438b0653bbfdfa2f13cdb8a820d69e27285 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 22.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 1ed622ec46ce45e16304ffbf0646b17e83118aee..1ff602a4993bfb450a41d43f9786a2bb05307aa1 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 0ab11a98f59f04a691a9fae18ed9eb06ea2cf8b7..d117155977179cc77d6fd2272d4e52bbf6a11ed6 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index d29479192c4269a77d3526a5db21faa9424bc606..79ae90a5f154d0f6e960a6bd2279ace7ccf4feac 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,88 +1357,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6176bca16067", - "target": "064400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.959 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 486dab2cd74ed554a76d129819ada1596e284490..756d5088c8f25c1d0f39fb1d4ee9b1cdf03d825c 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 8d4c1ea9f0244d85bba9632e9a39b3b0bdec9667..1b3e31002afbf1be4b546826b80c4d5ae33089d4 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 9185fcf39bb1b447a3b14b1967883edac56eb956..f66b4d14bc0b81bee03ca81f92f49d866603aa2e 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,15 +894,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,10 +1111,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ea4fb253cbd", - "target": "064520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.459 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 72a8a75ac5cb590c71fa6866d62468ae45dea642..6fc2370dd6542240a211180ca8eb99bc79cec992 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 5481cff022a40ba46ff83bb1a3331ea77f1ce952..6c1c34a6d628067404a0061b84498a08437b20e0 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index edaf777a5748013e02a9558b9b983db30974d262..04b926d30fa3dd415336bfa01274e836b06dd674 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1694.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1649.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index c7fa3e925ba7ec40f817ce0be06828350483998b..23431925201b1b8c621a3b71286b05fb6803f428 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 41.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 14.48, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 8.29, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 4.34, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 1.24, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -671,14 +671,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 44.0, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 27.2, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 6.6, - "sourceRef": "axes.현금흐름" + "weight": 10, + "contribution": 2.72, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,12 +703,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/064820/axes/현금흐름", "status": "derived", - "detail": "위험점수 44.00, 가중치 15%" + "detail": "위험점수 8.29, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 41.22, + "score": 38.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 42.1, + "grade": "dCR-BBB-", + "score": 39.24, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,88 +1603,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f0d5d40c73b", - "target": "064820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.215 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index f1a0518bdca7b496c44f93b584a5dc65790c3aa9..57f260d354798d8631e2c7e2e614fafc1a6201d2 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 13b5e6e5873c1cd1bce04a17a50ab2b1bcb751a9..e32b0e5b854257d9903bf2a58d39e9a048ee4715 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index 20305ae9dd16a731626dbea37c8a1279af04cd2a..040d7362456a05be58a1e5fc91eb83afc1d9a5c6 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 50.93, + "grade": "dCR-BB", + "score": 47.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 51.42, + "grade": "dCR-BB", + "score": 47.88, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index eae63d2a24f5d59e728f4072ca18d45b2dc72234..802b83ff073ba6b97732ab5aa6d305247cba57be 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,15 +977,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1394,12 +1394,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:de0d91270c1b", + "target": "065130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.65 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index 28e5d706d125bb0a0abcb79c880efd3c41e9ac98..ffce9e2307d988ff69a07c3b3b948cb9051f0c31 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 4087fdc4cbeec2d3e8e5788c6351b653e65f6d9b..e7539db56674f9b1dd70ad76cacbde2930ea8fc4 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 50023debf38e25f0d365f8eaf12acd0bda61d128..a5bc880baa3848abb67b00e1ed4b8bbfb1f0c31a 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 5b99494983390da5d58d074597d8ef72aa305533..08ffe55ce8dfaafc8d31a949c1ea467269685fea 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 604295a9960d0c4a55c254fc08951760399adee4..b4208b3a3b5a49e73bcce53a8cf961cb08d2bddf 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 73fd0de15f47cb1cb55148ea03f9a90db5b8ef94..17eed055093e80173e6167abca3502f3259717c3 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.165, + "score": -0.17, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 96492909a89edaf7dd668e3aed5c00341f300e83..01324d68ef4f7be18708675032c1164f0533c3a4 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 841e3789593be254954b0b550e9643d4f422836e..ced11b656473b311804f2230fa99cca4b548c2d4 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3b11ea5025de", - "target": "065500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.313 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index a68ee78560cd899b6de4a51bdf7c176472236126..16e4422845f4cb5be0f06612c4297a7aef017dd6 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:96b08e4c62e3", + "target": "065510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 79f09be1edb9ff4dcb079dd9d5ffefd1c476d412..890b0baccefde3ceed906117baafe5f8c8e4511f 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.15, + "score": 0.145, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index dd727fd826812c666ca441b2f0f346f0ebc6fe77..1eb5acea50f421dd8483e0b138b2fbf28b0d5679 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 9820f4a32ceabde1dc853146254415712f5ddb3f..a4dbaed196af151b03158c202b138642407e9c96 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 1302edbc81f0c0ac1307e970bf11baa65bd929fc..d43899cc51877ebdb1316411a872f485c4403882 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1047,19 +1047,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index b5d6fccad1a915dd4812dc24414d27cbe945e8fc..5887431871f192c8947bcc45709c81769b681232 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,14 +1077,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.27, + "score": 0.265, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,15 +1548,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 0c933e6b8e075a3fd6155012f00a3cc61e713490..fbfaba49bb2fe4ea03878c883b145c70a54885f8 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index cfdc88f3c66db05769c3f673753ec6b93fd80d36..b8cecd1dfa56a9e1d9b2cbdf671469cb78562306 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index c6a18262faf74219b61a652026e2f84ef25f183a..7edac74eefd281d6b325b83eb735dd239b58bafc 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index bbe778396d9a273af2ee607fc780df57955e02f1..83d989a39d72f6fa517e7b45b472e1a57814713a 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2b6322b554c9", + "target": "065710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index 7c3bae7214881cc0836b66378b4546817ecd8b91..e33b009426535f2c9551c1a360d3d34c7e6e1d81 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.47, + "score": -0.475, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 10b50e08f200f751fdc72bbb17e74a04a32de5f4..fc51ca682c355ba31c19a9e42b2e3698556eea83 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.38, + "score": 47.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.78, + "grade": "dCR-B+", + "score": 49.16, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.79, + "score": -0.795, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index d98f213953f545cfad75ce51ee529c26a0807d26..b456bf41fabe20a98e5568b4056ff620abd037f5 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index 679e38e7d6d1e539f82a6a60522c82c9a5d6cd84..f64c93c829e1034dcd2eb3e9d2555ff62fffb128 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index b9b99a573360512fc168d8bf9c01ef5c35a33e34..36b0b043292b45177a6ecd75b47ff146113e033e 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 71e5e189df5dde2fd0cc23046786d23257088133..63795a5fdfff887f88bb0c147b7f80a37b5bb719 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index 7419caa4923b588a3bd13dfc61952fb93749a8dd..5b4263d52686ac3167466af9fb34035d41dfa138 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 0a701dbc96f1a96a3a67238be6c9b9eeed5b2ad3..34f7e2d40f13b24b59d258bc68de8095e93514cc 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 98c83b89f419b02c52b2797a58448e43254d1bba..c2a6433c0a43e2e2f1215ab2fb4b92ab0a94b4ff 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.49, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,23 +648,23 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 4.42, + "id": "axis.자본구조", + "label": "자본구조", + "value": 5.25, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 1.33, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 0.79, + "sourceRef": "axes.자본구조" }, { "id": "axis.현금흐름", "label": "현금흐름", - "value": 54.97, + "value": 51.64, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.25, + "contribution": 7.75, "sourceRef": "axes.현금흐름" }, { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/066570/axes/채무상환능력", "status": "derived", - "detail": "위험점수 4.42, 가중치 30%" + "detail": "위험점수 12.64, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/066570/axes/현금흐름", "status": "derived", - "detail": "위험점수 54.97, 가중치 15%" + "detail": "위험점수 51.64, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.62, + "score": 13.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.21, + "score": 14.41, "assumptions": { "scenarioStress": "moderate" } @@ -909,13 +909,12 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 44조 (시장 지위)" + "시가총액 45조 (시장 지위)" ], "monotonicGate": "A+" }, "divergenceExplanation": [ - "현금흐름 축이 55점으로 등급 하방 압력", + "현금흐름 축이 52점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index fb70887b20dc4d4049862a0ee898a63f2879252f..39ca1fc28a0c971ff34a55dc049ee67e2d1acc25 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -674,11 +674,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 40.53, + "value": 48.9, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 6.08, + "contribution": 7.33, "sourceRef": "axes.현금흐름" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/066590/axes/현금흐름", "status": "derived", - "detail": "위험점수 40.53, 가중치 15%" + "detail": "위험점수 48.90, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 39.97, + "score": 40.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 40.38, + "score": 41.05, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 2f04613ee31849b00622cfd1e07b840d85730beb..72eba803255f8241f371cf331de399964ece0b13 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0122835b30b5", + "target": "066620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.991 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index b72e105c3d8ba96c1bb91d62f53eef4a9559f072..60f8e88598dd6f8dd39d975c1e14c261cf1a0d11 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.405, + "score": -0.41, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index c4a0c4748ca66bb3bde0dbcd680a14b58db15c00..72c0f01768e6416911380f2ab95f0e50f0f39856 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index bceffb31f33d66ebb915be30b7892d354437e29c..46bfb6d3189768ed914f3f02fe90e1d24914d602 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 0d75a0d38361c745750348efe94d350c59c88f60..695c7f5958b850b433b08ab9fc74169114861306 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 06a06cbe772e7ac852c1350636d56fc533bd1184..5f13b5228ac288c53eaa0567972aa98789631098 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 53c902d267405d7154a17a8b4318c8ba0f9cea21..9a5789ede382e19ca864cb89df91e6a4b91d0808 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index 38a87717da6f0696255bba554224c7522a02a0b7..5d42d9b9bb31cce95514d25776a753585c9315dd 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 963dc11843c669645cf37d3eee5933d229607ef8..3ff000251ba52d4a01d7613db05605e4c3fea984 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e21443028ae8", + "target": "067000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.673 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 95acf9d31084c3261c46b20c88fa46b52c87c040..cf7d77e6e862732c17c58abc936ceff57d920a2e 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 343ad879ec45e9859ef0b95edf4aedf2ac32d206..8bb111c18fd27745c2c5db2f304654ed08c0db9a 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index a19b771f155b28caaaaab534b79fa5f0771f14ba..34c413fffd842c371f04f37b1a1a292600a2469e 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 012884f21437dcec4a7df5a9473805d56852f294..267377fbd9301a60fac7808132398bf8632a18aa 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index eaeca80b4e66ca07092a4bb2413582e33bfbcf63..4dbeaafd6939b2064a5dcb8be3edb403b5adab91 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,19 +1075,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 363c7cbfa5716e032200d0339f34e1c57978d613..7a35c41518ceef64d4f3519b2223f2500896394d 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index 0dd5554f5b6e7d46ec7163f950f3a4e85d2f065c..228e4435cdff6e1ecab6e5e1418d2225e42c8201 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 456e1f5994c116bc0036aecd76533d45ad343bcb..81df955fdfa93849719a824a50a4c90653880233 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 7a075bc0f11422f88ad76fc732a2ee6184f46052..0543ab00374ecceb5dbd5a579187c122a6d2a3e5 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 32.21, + "grade": "dCR-BBB", + "score": 29.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.86, + "grade": "dCR-BBB", + "score": 30.61, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,7 +579,6 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -721,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -753,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,8 +772,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -880,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -916,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -930,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -938,7 +937,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -946,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -962,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 109f4b22bff9bd0253cad3700380c570a20b37a3..e105be775361eebcc20bb09e8c1a9fe87e16ad9f 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 2fe5954024efe1ac68cfdf2365106090b5976091..d53790bdb187b55947c3a4aaf75d614b53819172 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.8, + "score": -0.805, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 55fade446e06f45f176119395d73509b9cbdeabb..68cf8361fb0653e201189f6bf6ff3919fcce40e8 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.35, + "grade": "dCR-BB", + "score": 41.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.67, + "grade": "dCR-BB", + "score": 41.78, "assumptions": { "scenarioStress": "moderate" } @@ -833,12 +833,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1026,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1104,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1429,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 4c76d223e8cf428208272bb8bcac2c6f0fa7a553..73c478286c3a7cf4c4885db37a37f802879e4ebd 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 55b7d1d0f9b5b500fba640e85f29b03e368d5c64..c62e3dd355c6c691df190cf7b62a63fe71066ed2 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.43, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 23.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.43, + "grade": "dCR-BBB+", + "score": 23.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 21.43, + "grade": "dCR-BBB+", + "score": 23.43, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.18, + "score": -0.185, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 7a54ef907d36c595fb79942c335ffd1409569114..b71423a2da945b7fc24af7baa5a9dedc1a1b8386 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index a3765cbac7e98c448900547896251a1e6454da28..33d9ef75e534e35faf9500dd72c8d9af12747bfe 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,14 +1078,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.01, + "score": 0.005, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 16ff57bf76798729e4b816fb8306d01eee125d5b..26dc9aa7a5a9b43f081b909fbd40f275db45dff4 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 698aa5d09367e89efbbdb3e0e565a3c735b54830..10e6f855465da55b479d65b8e3fed5dc919dd918 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/067990/axes/현금흐름", "status": "derived", - "detail": "위험점수 42.22, 가중치 15%" + "detail": "위험점수 41.34, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.26, + "score": 48.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.92, + "score": 48.86, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index a4d06e3737c805ed60ba02def91e5c6950b835d8..46c18570d8d0e5bd16f6d17b2e269c0cc7508f1f 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.395, + "score": -0.4, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index d3a47ea196a437f3d9cfcc58382f417285ae31ff..0214afd91392625c39cb87279ab844bba193bcfb 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index aaf78bf658ad812e2d1fd9c4c4350667e79f51cc..06bbbf5c1b2fd2b01c272a13ea5331a5129f0d4f 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cc9d67d54e0a", - "target": "068100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.964 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index f63011d03648d823c75295050a62021fcb7e1596..ca89a5e76142a985a0d140a771ee7a13eb8a252f 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index ed5df1ec44454ac2fa2734e64c981734ad334ef7..3bcef9c5b017deff90532a42f260562b46aaaf42 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b558c6586f1f", - "target": "068270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index b89f71930a57bbdb6bfc2e19c3d12396b4311d93..343ba4205a5c7c79db15a0abba3defac5e33a291 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index b2b28d7b95ccdc47824bd1b0d255b92c33fe3274..b2a4ee7c5389993349d30af1b1bbd1d7012940dc 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 7d860ecfde1d4111056c0d8e46cc0cbeda4c6f83..86a8559835d6c0b069139604f44e2773b3a25f54 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 5e7a46f8f8ac126e06258a5a5f9e6040340215c7..a3637f653f2c5960e78259fe5fccb207417b4db7 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -478,19 +478,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -535,7 +535,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index e497c09ad4c2fdc151413e441c0a8c55302b5ab1..20652991797c15be5fdf4de7faea5cd000fcad7c 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 7d16297eb8630a1c70a41b29c3572f923b096472..9383f20515df093708ea399ee4e47b445f77c315 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 05fa45b31cbd82014f8f8c22006ae45156a8e2c3..faad73e6ad838f98b1971fc165a90628ba7be7b1 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index b86fcfc9cf5591868bc13a30997aef5c165c5609..e4f4325d5ba5598bae8f8b943d20ff8559e3b216 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,19 +1232,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index c4f48dc5e851176128d6ac2d93342bc1b7c755e7..d6c3d966729e7ce61f23a6609c39b44dc047031b 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:adc1e5da383f", + "target": "069080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.779 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 71d023c29b1279d576543818cbc54319cd8147ca..b3a775390cc4941d38861a40638005bceed3062d 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index 53660a7830749d78d8b0f4b9c638c921d242e417..8c2a2b16ca1890447e5a4dccbba7f950f292be32 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index 4a5ef13c5786d091160b5fee596cd6706c07e16f..60b72d96850b3ac99003a402440fa624eea77728 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.73, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.71, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/069260/axes/현금흐름", "status": "derived", - "detail": "위험점수 20.53, 가중치 15%" + "detail": "위험점수 20.34, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.73, + "score": 9.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.21, + "score": 10.2, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index 8a7c78d725d6af524e28286e7f6f5c7bacebf8de..47ca32e94a94b58cbda16c1a9b5ca7acca80a8d6 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index eafccea0de513bec62227313156d17cfa64761f7..2ef1863485a19fab5b549a07461f01f45fbd5091 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index d2b8a20d15cffe6afbab5b3c152175cde6b2ee9b..0d838a6ee97a3fd57f2c1a0f151edc7f0ca672ee 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 4d353ed04885d9b31dc7db8633d250f3e77bc42f..7e216a6730916627f005792efeeb2314f783320d 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 520204db18d75c2486d85b05b87f0b8d9c8fb631..1274b664a3a98edb145238c334e79998766a6a88 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 84f1141c489766f9fc11ae03ad1358521271ee2f..288a367291b94dc217f398db47ff53e2b1e7de07 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1520,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 34b91514b29d32a42eecdaafead45568513931c9..cf38edb2c4381747fa3ad4373020efd85fb3ed60 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 2aab66f366bc21f6bcc07fc9779b6feae87f0fbe..e4f8b2524be80392e82061a03d46f1e34ca20749 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index cee0a9daaff9c6cd971265e200e1ef2c8ef21aa3..bcdeb75605a7276024b9d206b8e6747ef8d95ae5 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 166.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 181.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 79ee39e3575901822b13834123ae58ffc743c457..6dd1abb0c2bb1bea3f5499db81a3a011168e8e11 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,15 +1549,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 731446b283b59114b530849914208ce3f9ac0f92..b7f13cf02c58ab2f8f02f9a48352284a970ba3d8 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1079,19 +1079,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index bfe6e985844db71ee076271649fbc2b75d480cd0..7891e79a77f27b112efd94c0a41d5e0382f17f09 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.67, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.20, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.67, + "grade": "dCR-BB+", + "score": 35.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.69, + "grade": "dCR-BB+", + "score": 35.22, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 17e2030ad36c980e81a2087d892ca7961701cf23..370b3d5fb704c418e519d50eb674a02e500fd4cc 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index ba7288b38522dca032eeb51a7f48830cc43abe0a..75e7f9829adc673ad1ec88542c5d4ea97421eb64 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 4b849dc57d6b9dbf3d5eed3d77fd67070527039e..2853097835a08d93def5993e0d36ec2e8046a82e 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,15 +1187,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index b4cac99634dcb26abdf1412857b7b4284b25438a..0c2fa9969c75baa88835eb3d33db213c598fe205 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.785, + "score": -0.79, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index d8776ba35527696a64c6cae234381a218e5f947e..0b91ca0dd3038cb1743daac409d6d31da5262b9d 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,14 +1074,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.085, + "score": -0.09, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 2ca85cf4bd6397505cbd853af071dd22583e3b8f..7ee8d326e04bd683ca024dae9df67f0cfe3ad54f 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index e0bc772ceb8f2342bbc9f66f6f48e776e8c781cb..0f067435440b768ae7a50e1a418383258fe284b0 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index d899cf11f8c5c03c9094f02472ca7e5e5b256284..780326e359f42f9ef9e892637eb0133939d2391b 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 9ffdc704f98d127c487b2ea553226025586f7191..9eaaadaf337d40ebc7c2041a54830ef64c0cf4da 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/071670/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.32, 가중치 30%" + "detail": "위험점수 59.66, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.88, + "score": 52.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.45, + "score": 53.33, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 18.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.025, + "score": -0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b777d6069f9e", + "target": "071670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.678 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index 031a6419efb88f4c4b9f2748e7d837089b2c8c0a..cd90db3e8a0893172a542e231e797a0d8de453b3 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.31, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.56, + "grade": "dCR-BBB", + "score": 25.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.09, + "grade": "dCR-BBB", + "score": 25.84, "assumptions": { "scenarioStress": "moderate" } @@ -916,11 +916,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1240,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1271,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index d16b3db3af61744225eece122589d3a065cf7261..ff9a84ec439a0970ff3bd5a626d33c456c9461fd 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,14 +1087,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.305, + "score": -0.31, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index f1d4e73e63ee1b1bc69ea561ee8bcba717a5446c..f9dd585d67018168714d0ea345d15bbcd0af42cc 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 202.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 204.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.625, + "score": -0.63, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 9c552c5b5f35968493a7de4f4aee71eb936bd62c..20e5f24952ad9b932516bdccc231e782db9dc2e0 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 98d7e4486bb675e29688e53910d80af26b0e614e..39d71e1d2075cdb00250e03d4d0310a67bba6366 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index ee707c3585bbc37ee550cc0390728be4ae0b3ee0..4397ddc88e5ca92714c09195293687c7784ac862 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 51edba976d61488dce1be81e7f45162e04a8a7d6..55de32e9d05e8b6c5c82594184e232c0e73dd5a7 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:26bfb00d0fa3", + "target": "072470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.415 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index d6cb3ef6704a1251acfbc05704c1983efd88f2e5..96e484a20d4491f671d07ae82296ce4bac8af17e 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index b84a0966742de4ba23898580fe2b825e32f2794f..a1cdd20c12073333c65bfec8197fe4bd3ba1b14e 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index f190b7a416679797c087400ec9416b733b0fea7f..403def601b7483ed9f72ff12913eb28a6144ef38 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index 3ad8f3d562ad80f3427c943d9636610fe356cdd3..ad8ea5161296868cb08d06c09b369b9b8079144d 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.69, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/072950/axes/채무상환능력", "status": "derived", - "detail": "위험점수 3.62, 가중치 30%" + "detail": "위험점수 3.67, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/072950/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.17, 가중치 15%" + "detail": "위험점수 19.53, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.1, + "grade": "dCR-AA", + "score": 7.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.3, + "grade": "dCR-AA", + "score": 7.87, "assumptions": { "scenarioStress": "moderate" } @@ -905,14 +905,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.1x (양호)" - ], - "monotonicGate": "A+" - }, + "pdEstimate": 0.02, + "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -930,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index eb3ff7fad344372027fa15290c73a37577c8a257..85f79afbdb1b400daf4b898580f987822dc4d589 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 412fc57dbefcf3dc87170860910acc22550f8602..9a972ad52d93738765b5e21a687baecb53acf6ac 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 8d6375aed49f6873502c54e82a7ac5039e4113dd..986a6619572a5b815a867f86d3e84a6063e7be41 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2020", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,19 +1115,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index 89032e22fce1e85ddff1a1c424295a941919f7c0..f690716e204379d03058a9be28fa260e7e40ab67 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index ffcbc6941fc2e7d82ed9fb13d63c4ce9d67ac2a3..13d21ca5419eecc2db154ec0ca1feb0095f2be53 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 13c282a66532f966567786355eb7ff0c5ae70eb3..a0ef684130f3ca977280e92a2ae9d9759bfdf67c 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 18.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 18.8, + "score": 16.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.7, + "grade": "dCR-A-", + "score": 17.95, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +909,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1287,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1513,7 +1507,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1529,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,15 +1547,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index fcb03bd21cba97d4c077c3ef23d2fa5dbb18221a..1b201144b9e4ee80b5d5828bc4b14807aa1d98fb 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0f61f581bfd6", - "target": "073490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 93d18e450ae8cd7b222652cfe3bc3ae8b45a46a1..3b8d5c2c8db4ebac81cf603ac73193d376fec3a9 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.27, + "score": 28.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.63, + "score": 28.38, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,6 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index f84a8a944b5671a531e22f2ec3501c5e7208798d..d703603781278250b79cf0a3563ddcc9c18c20e1 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index 119f3cb1d3957117fcc1b4fa958a72a188bd8384..c2b176faaa1f92e2b377cd809211e1631b0c4d27 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1066,19 +1066,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 81da14ff7c6993c6fd3d701c49e0d6cb7cd0aa48..722958fcbfbe4b0ec5b36b1ba5ef060c3278ddf6 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index efdd922aecb41e5294ca2af0da9186d93788fcf9..15d13b6573740db12102529ef41c1c16bf9afa48 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 0cb2a66aecf4e75ccbbdea405741651a0c1e5f00..9d6687e629bffdaab88aa24de3ee2419fb375ed8 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index efca352f5a809daadeccb63188058cb11baf27ac..45b51bcdb1d22ff957aa2daebf8fb5fe865fc19d 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -1.0, + "score": -0.75, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -1.0 + "value": -0.75 } ], "evidence": [ @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1436,7 +1436,7 @@ "evidenceRefs": [ "quant.price" ], - "value": -1.0 + "value": -0.75 } ], "falsifiers": [ diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index 3344cda62e04530a0f7a334166bfa252ed806a49..4f76c9c0256f59377484132bd96f28deb7a46438 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index b20d0d68094460b27a486cf2163a708daffa9538..dbc24ac8cdc4ddd64b968c945bc5bbedb599f88d 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 040f3e69c68248645be68b5bb675546fc05854d1..67db8c8a201721476255bc8547d8c1fffdeef8fe 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index 43e4dd6fe11f0fec81f76b4061f2d904bd93379d..eb50d3aae655620d92a7e994897d32cab5be6066 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 43788c35a1970c5b97503faf85e42c0c661830eb..fbc036bae6fa7261fc7f201bc669a4af220545ae 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,88 +1465,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9b9b3f16ee87", - "target": "076080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 6e4b22ed62d2f267074ad09de2476b068a706ae0..9c42f5454ce2ab11d3ca6754c2ad82287f30e044 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index a95d196bf244903ef5f81d1cf678523a9c642d7c..729019752f2ed01157545ab8a319acae4c85328d 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:600dcf23d700", + "target": "077360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 45a09855c7a39e1bd305eb34656e9f235a718826..5674e877f0430bde3b61eb515a0a457e9f01047f 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 5c8a95ed287ab1e4ad5cc2cd0f35e74fefea67cc..889009d324079e4bbfc810467c792bf1ebe8930b 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 459a3a6d9ac38901da438b10f213a34614beece6..54f7501431cc0b080ea2b40a8e71fe5df090a33f 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index eff5459db633821c4cd13e67ce4721622e23d029..30381fe1813d28c2cd8b595e8aea71d1c50abbb6 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,19 +1170,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 3088eac9029a7cb896938f72380c144839b7c6a8..253c5770c604e763082178dbf36dc9017b129f2e 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 3283baa62129f7c319f53fca9daf1c2cb7244d12..90e9cb20dc7cba820924d34b20d42dadad169ef6 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c049c93a33c6", - "target": "078130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 89d9f0e15193b12579b44910c07ea7c8daf78cf9..dd70637f38df0cc994cb484fb2e973632303eb59 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 83111e6d13f74c1931589c0d0dfd6d63f13946ba..38fe31a4ccb790bec94402e7094998d6558b52e2 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 30.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 30.64, + "score": 28.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 31.25, + "score": 29.35, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 6a11226be3c74e5c1d96021eb18f575d34302f72..ccf114c02a861718be6451a8ba06af2120066823 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,7 +1418,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1440,7 +1440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1458,15 +1458,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 98b967cf15643bfbf62284132aa19180889781ae..fe3c239f29c304340dfef5d2a60299c7c87944df 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,16 +660,6 @@ "contribution": 1.97, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 59.83, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 17.95, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -679,6 +669,16 @@ "weight": 15, "contribution": 7.51, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 49.99, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 15.0, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078340/axes/채무상환능력", "status": "derived", - "detail": "위험점수 59.83, 가중치 30%" + "detail": "위험점수 49.99, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078340/axes/현금흐름", "status": "derived", - "detail": "위험점수 43.34, 가중치 15%" + "detail": "위험점수 42.42, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.99, + "score": 42.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.47, + "score": 42.51, "assumptions": { "scenarioStress": "moderate" } @@ -838,8 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -910,7 +910,7 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 60점으로 등급 하방 압력", + "유동성 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index bdfc9e4908845501b9a27185665ad5b3ac70934b..90a96cf76b7fed05a10e35db9dd29b2723f2a6ae 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.46, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.84, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.46, + "grade": "dCR-A", + "score": 15.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.79, + "grade": "dCR-A-", + "score": 17.1, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,11 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index d69e18501f4b2eefa24fcf20cf1158a172bd737d..f43e2d72a59ed41548b93496c73e0ba2d57e2483 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1075,15 +1075,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.01, + "score": 0.005, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:073c65a66d3f", - "target": "078520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 5a17efab73466e7d7ca6d28b96fb323444c98fe7..5a63b4c39f2a222634a7a87add25ca5018c771a9 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index 64a7937f0d16af5b2a313ff1808a928f26943e51..43952753aed538376e7933f89c9fea83c9d3aa18 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 4a8d3e0d5a3c5436351a6780a200425bf750cce9..2a5ab7802d0c45423da841411ac73699d68f4731 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,15 +994,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.065, + "score": 0.06, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 08aababd088580a6532980beb3de735ae29d7942..5145d853df0bd0e245ca6488d8daf73082c48194 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 51.36, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 51.36, + "score": 50.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 52.44, + "score": 51.63, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index 5e40d2224e3228d5f2d96eafc92f376790e1712d..0e52184018be53f7f918c1d8818c1c30786641e2 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,16 +658,6 @@ "contribution": 0.44, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 41.62, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.24, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -677,6 +667,16 @@ "weight": 10, "contribution": 2.18, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 15.73, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 2.36, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078930/axes/현금흐름", "status": "derived", - "detail": "위험점수 41.62, 가중치 15%" + "detail": "위험점수 8.75, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.74, + "grade": "dCR-AA-", + "score": 8.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.4, + "grade": "dCR-AA-", + "score": 9.22, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -905,18 +905,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 4, - "reasons": [ - "중대형기업 (매출 25조)", - "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 11조" - ], - "monotonicGate": "A+" - }, + "pdEstimate": 0.03, + "notchAdjustment": null, "divergenceExplanation": [ - "현금흐름 축이 42점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index c5cb17211f2f108ee25e0076354b9c094c59c789..0440589a4f5e25e9df33f792af686f9d088c500f 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,10 +959,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,19 +1086,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index feab447cfbfcf0eb91ef8a7613aa109345a6dada..31382c04353bf81442ec1c5dc8fa54605078d75f 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index ca937f07fa48fe1d73ff44c37e218f03dc8bc89b..d5dcc8ec6af892de66ca4fb0fac0deed4860586c 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index b3e49eb05409008e50cc01d874df451415ad8620..fee87fe333b884e7445ed9b5ade8ba9e1b7b6a03 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 0ec9f748da5c6f06ca1deb09b4388d7074dab643..35ceef39af366109920c459609ce23f738ce82e1 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index 1bfe24b2a99897be4c7ab5722a12846aa0c8499d..4f3689fcd3dbe5a0452a69a68ec21570e6a048f9 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index d3b138468c367ac9eef246e2437a977385f32555..6aff0f74619492a7926da6c835a23ee850bc70f0 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.37, + "score": 33.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.74, + "score": 34.49, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index dd6724d95a881a8581565d18c2ea005cce0ef0d6..7cca2285e4cf811deb379a1584a97ebda3de0dd9 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 300310752df7677ae27bce9060549247c1535541..c35788a1fc024bca096096e42a526919454d80dd 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 867c41ad17a92a95dbe67b495776e47f3537e2df..4dc86a4f47f4f99c4a1912fc5fe3a95af55f95b5 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -726,15 +726,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.0, + "score": -0.005, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,88 +1122,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a04b8e05304", - "target": "079900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index f9fe1bdab84963025837e9f4d45525400189f9ee..d15b2a0636df83a333f20f5d2f3a12a84a06cd6b 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,14 +1076,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.04, + "score": 0.035, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 928c9ca8f117c8f3258d3facaa25d15cbd7e3a86..1f843ceb11baa722a65832f86b21d4522e59a7b8 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 2a7fadcdbf691ac85a5dbd929fcb6cd98431c3fe..272a71654b7d874850ba59fb0aeacc4556d8d983 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index 04d07d4a068e352303b18cc28676a4cd16de3ffa..e6a6214a50d7f8283d4f6c57a1a5ca2272f7789e 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 029ce01bcfe4ab1469cc36818ae154bb22cde385..6c2aabb16632e7b05133d029d954e7f467527332 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c6815c744a7b", - "target": "079980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.373 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 9ad8ad1f75dbe0b3c365953b1c51b3c975d98cdf..d2a86e6d17406d32f2cb1705ba0356f967eb93e5 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:caef7a4a241f", + "target": "080010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.953 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index ca590e19be3274fd9c504beb5a5a3a1a07a7d0f2..a84d6b8490f633a31053df9dbbf9c454333766a6 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1675,7 +1675,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1697,7 +1697,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1715,8 +1715,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 7e7f645dbb60c41e0a84e2ec34536ca809aff1ce..0853f25a09af8c707144fef6ed3616c771c8655b 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 3895c0739d8f3fbdbec94f1c8999c84193a038b3..70d5205c8cffcd1b8156f58515447b953fdbe23a 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 5bfade894859a882a5fbd287ff8fcda0584b3066..2ef69f2ceebe1fdf6ea3c7f93bab989aa969f290 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 725eded1ccdab18181c302576463a5b3e5e3178b..fbc775ed67d842e936cfc82ff30251919d7a5c6c 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 7aee60bafc073679ef8aa178531605a12e307e77..d221b8220e6f9cefb3c046139200f4fc69d89296 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.19, + "grade": "dCR-A-", + "score": 17.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.01, + "score": 18.01, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,10 +915,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1098,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1232,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8c349ed08016", + "target": "080530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.636 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 415a5b2a2b65fb0261798adb135814b446010326..e45e3b7483836b266bd2df20c2f419537836363b 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.635, + "score": 0.64, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index d31bcc2d4c886d1beb3ff2ca10d42cf60bc80fa9..0fd2c1a76e0029dcf825ec4871ffc2a0ae8af597 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 664980b5cd11b804297ed4872f5702d342ffcecd..bd684896d352706eecf098a1bfd11be21679120d 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index c25feaa76a91842d7da9186a2584d98ac0efa744..6dd7492ba6f7a91f243948ab01a00abd659b8a59 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,19 +1231,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 06a32b68cfd0041f8aa99268e2fc93052231248b..12fb9154f034a26f56e1e3b396f5d4ab9974fe95 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -597,7 +597,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index abbe2e753662a884c7f5d9429019ac9af7e98a3e..1c603047a92183c6b511cf27a4a9794d254185bc 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index fac5a03a7bba1a62984b47ffa0d2e247804a0746..7f9ea00e918615968c6d1b464006d815e7ad1d0e 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index f7ef52a5ec5a76edd54187a06854637f9d860b73..2d47827f4b418566931559d6ee5cbb7ee02d872f 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,19 +630,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index dc85f1f3560c03a18d803406d47ea51aaede28ba..19248f8a83144c25a9222ef17fd73dc3651e7ad5 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 3faf4c19a6ac954eff4d00e0c0aeb05f293013ed..9f67b822db3471a85036f1fd15c6036596172f85 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 05316badc55b2ae3c8f7fdd48d768576c3c9de79..6f657a692e63f5d9dd43dad0b149d72c5e68e86e 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index cd46ea0bdbe42e1628c8ae77c28e1e27d3b70058..d7fa325452778245a881073429cf62bfdd6e0cb1 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 1b3ca3f63c09bd18b24dc821dc29cbb6a0286293..7b3b7384ec9957586f687fa15d0a7c0457b667eb 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 18.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.58, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -662,11 +662,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 12.21, + "value": 11.91, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.83, + "contribution": 1.79, "sourceRef": "axes.현금흐름" }, { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -795,7 +795,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/082740/axes/현금흐름", "status": "derived", - "detail": "위험점수 12.21, 가중치 15%" + "detail": "위험점수 11.91, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 18.6, + "score": 18.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 19.52, + "score": 19.49, "assumptions": { "scenarioStress": "moderate" } @@ -930,7 +930,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1069,19 +1069,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index 7cc7a7c4128339877f16b62c20c8dba9b54a5e46..c8ae6beba288595936f7d5ce89f849eff76e5dee 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fc59c5698ba9", + "target": "082800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 585d11256416f7a11b02149ab89f340b05ad9978..f7e4e90697d14456a5c6b05da95c51aa38475390 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index c025c0d647488c3615e768c7319e220d0273a01a..d7953966f365fe1eb86b05a3415811649dfec99e 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1537,88 +1537,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b03a5644bb26", - "target": "082920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 3b3196059a94f4e12d9bb9028fbdc5c8aa3539fb..45ac8118422451dae25b1301f56cce3442339558 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.35, + "grade": "dCR-A-", + "score": 16.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.96, + "grade": "dCR-A-", + "score": 17.26, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1fe4c99285a0", - "target": "083310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.324 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index 1775c1785c14aa665e386e2a26b5c49f44d60160..af58a14bd6b8ac49fb97283f03c22cd7a147b2b8 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,19 +1243,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index a948c610661e791699fa0d69fcaf3003cf104cdc..9d787bcbf7a1bdf7974fb5e6f96847d43f70f413 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index c2c34d2192289a4c35a6e6257d4a369a8d057e4a..68101622d1c6d93c23a8cc3a1303460638bb6e0c 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 01ea8c3c0cf943b012c9488ab6c1d8232d8f5973..372619cd3067100d79ce23f71a2c9d6d768ebb25 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index ab9a75c1b48ba29737a57c55121daef3605850b1..ffd2872f5ae37835803e3881f33ddb37eb30bb7f 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index fadd2e52b3b2e5a39373c5e9ca59a0d0b929549f..149dfaa188ed44c741856ff9f1b84a326a0c0524 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 34fb20a7836deffaf766a77b69c3bf7ed737e559..0826d657026113b0b0f5048389ae4c6890806ab4 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index 9516b5435d3e8463dceed16fb850a6c4cfcf68bf..d4ce8792ed47cc2bb23e24df59d08b51c2b67237 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 31cb2efe1cb8e3f793e60e6d8afd21bbd3e7178d..69ce0127594b9b841def78fe4005803400fe64fa 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index f09deb239c327efbbdca8b3e0339c0e77aaaa2b4..a937956df92860e31e3395e245e79a8e04bd5e43 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index e3ce78870e373658e7db0d8c26322c46d1ca687f..5441556472c1939baec87e39ce2a859b2a495b8a 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.15, + "score": -0.155, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bec6996f2404", + "target": "084010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.711 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 68eb2d4f6946acdd1031a33ad35b27512351e98a..2208c1e216c556215f7adf601e36b03829d1c064 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index b5a683b3b27bdd0f02f1c3df34ea10f2816e808e..b94f2484500a22ee51d19ac92570d856b482f5a2 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -553,18 +553,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 40.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 44.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -583,14 +583,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 1.2, + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.6, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.18, - "sourceRef": "axes.현금흐름" + "weight": 25, + "contribution": 2.15, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -603,14 +603,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 43.81, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 44.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 6.57, - "sourceRef": "axes.사업안정성" + "contribution": 6.6, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,12 +635,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "supportive", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,12 +654,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/084180/axes/현금흐름", "status": "derived", - "detail": "위험점수 1.20, 가중치 15%" + "detail": "위험점수 44.00, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -748,15 +748,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 40.86, + "grade": "dCR-BB+", + "score": 44.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 41.17, + "grade": "dCR-BB+", + "score": 45.22, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.16%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-30", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 56544b4f84eac1095454a09542e39dca207080b3..35c2da3c2fa3c8a05f1c4815fd07fd1a2d9004b1 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index c60551317623224181e29a78d058ea097fc42a38..e1d65f16db37d7f98ffc2e6c6bce5f13553eb809 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -945,8 +945,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index c10038e299d47a0367772913be8e99aa228987d6..76d0ac375a31f2eb163f05bf4e59890128852bab 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.415, + "score": -0.42, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 950353a14bb5cecf07453102f2c40039c116e9f9..1e983ce7a9d81cdc1340763626ed7c73fc67d3a0 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index d07fa62cdef206f219aaffb5bc50dfb45c885ca4..d81ed68a02cf79e9fb00815692d3a90367615ea7 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -749,7 +749,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 40.06, + "score": 40.07, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-09", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 55b54837a433fa29f944a53583a20e46d40c18f5..a638b2b67c13005c7462bee70483b88d8fe5c6ef 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index c39f6693a43024941bc58b95deb2757b7e2d48af..0c31c9900e36d6170a1c1ffdcfae05a4aec29299 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 07bb913cf782d0b8a39256549215aa0a4a2c2815..461860cce7dbd1d26e9bddb4ceb4e68c8175bad8 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 633.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 632.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 2f981727ae27504f04cd4e1b4d1a19ede2a1f382..e0718511ba05173b4aa74704d59f5a077b89a29a 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 0be72d808bdd43bc643b88c8b161f2fb1ad0bef0..7cd57b6051609c5c54ef920951d79f38f9a44ea7 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,15 +929,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.265, + "score": 0.26, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 8dbd2c3c35be8de3262cdce6379a52bb826aef7a..64a790d592cb5ebf9fd761ad232d7e391bfb6ed0 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 4affb1a12aaf0ca542e96442faaf2628bb17a49e..a3cae9da69fc81f259b1c62bdbef4d8a99cc2a8a 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 91359211db4c400d2f847cc1118bdc7c263c9cd0..750cac61a4a71a074aa70b286ac2c17aca15ee16 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index 2f58367fcfa734b8dcf6e8d44137038dba23a270..8f42a4b32a7f4ba066cfdbe68aa5841219119706 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index c2327d3b897e914dd1c07ab5edaf2d4321c5004b..2bdaf0a30c5bd1107c15a92df6ad17804230cfd2 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 70dbfcb2e1ceec2ba05a4891de8c5aad0b9a72d5..52041a3c751fdf674fa4d7214876ed96d0aaede7 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 61d2f724aa1591721f89d570a25dbf363bc05593..f631f75c08ea7cd671f8381a38a944137d8202af 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 24.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index e6843049feea6f2b7281d8bfa9cea9460dbb8743..46d4ec7eb0f1c4fc947aadc503e54908ce277f07 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index c715a52e30fbfae7f6d40fd513e7ef0a48ec552c..71aaaeda9b6a9c491315e57b7ca7a180a5e6a97c 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index d1ee44a2d795510aca60e43ddf3631f59e1dacc4..80eba3d59592997dadbd715cb19edb79fbdcc2af 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,88 +1550,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a80b03c7122", - "target": "086280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.67 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index 9b39c185d1b0c7dabbea44eac73785d727f6eb54..2e286a39fb15116c72351b413122d0e152f59bf2 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.16, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.91, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.16, + "score": 38.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.73, + "score": 39.48, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 596cb85a776b7832b1c20b8f806132d0135113ad..be1211170cc3f93e69c1f57b27bbfa74887e9bd1 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,14 +1077,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.065, + "score": 0.06, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index d16f1f923cec33766ed8f00371fa26062c1548e0..532885e13588ece6869407c83719599807f8fce7 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 31.96, + "score": 30.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 32.58, + "grade": "dCR-A-", + "score": 30.92, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index 00732da9d737f3433be2c8a321dbc94c8f5219a3..fa040db4ed800f09e0f909b25765aae8947dc6a3 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index ec468e689150d20a02a8e8a5f529c44c800eefb6..fb2de181beb80a20d0bc1c773b461bab415a4c6b 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 89918bdc1dfc01c839ff08ecdde673e10436a89b..1b32a4e54a6723ac9b3dbf1dd46255d3c2fd9b8c 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -486,8 +486,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -517,10 +517,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -530,7 +530,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index f2c13cbdea7dc3f82ac11e01e5e2469d725f6773..c609f6b9c390f69c34d5f1ddb569baa5874e74c6 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 28.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 25.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,15 +727,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 28.03, + "grade": "dCR-A-", + "score": 25.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 28.85, + "grade": "dCR-A-", + "score": 26.6, "assumptions": { "scenarioStress": "moderate" } @@ -818,7 +818,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -827,7 +827,6 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -989,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1042,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1129,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 117f019163aa40e13edcd84d97e288d47038eaf2..85a1ad5f38c0a47a64f27b02f5d7a2a9f3af8b1f 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 2239fab4dcedcc38f9f31d8815acc11513601363..043232f8d16a8ad436f760a9b71fc666904a7e81 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 66cd7ac33ea6312857a77ce581d6f2a2cb81c198..850c1934cab30fde98e2d7150a3ffb48217e9ff7 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,14 +1078,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.02, + "score": 0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index 941faa4ce639abe1001206fdf4609723a6af8ec2..8442e9c165743ef3a44770230dd3b8701cb20cd9 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index 58d68fc5895152327829f40f819ffa68758149bf..d009753bcf38df1295529d282fdf147944523559 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 5192d722cb6552c120b3b60d8ad303e3b52369f0..1f14682b166946122c6680a7d9d4b3e2d0458bbf 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index f268bd6dcbcb585999c8797122cf30600aac5608..51f86ce7642e72b408ff91ffcd1bdf8db823da18 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index da357ae88f6074e866cae260d05ebb42b76a02c9..0d88efff9c87e18fc6ecfe6284f597213c85e54f 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index c37e685da8682f2185c7d353260fc0611fad5bbd..04fd38122920dafc5ec5f731aa0dbf16e1867a36 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -447,8 +447,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -574,19 +574,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 96e9d99cb8cb42ef07f0f9acdf865f5e1d2e8434..f24292face86c82fb69228ef7628506dee067b88 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index 43b9677be1166b996d40c6d1a2880bf30b0948cc..cc634098834df5733cb91f48fae90773e3e8855a 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index 9ca5a0aa318c6225e340a6fe67b9e752fd32ddcc..6fe08939ea9adac96a70d5f3963469333d19bf37 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -729,7 +729,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 6209570da62b090abaee840d77afab6da0378eb9..f45269c787089b62a64642eba3c176e23364f730 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,19 +887,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 292b40fc2042c0eabef12caa14b841d10b8dfd13..f383792e5a8bab8b1e12a27e6783b0b2f89ac189 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 31.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/088390/axes/채무상환능력", "status": "derived", - "detail": "위험점수 32.03, 가중치 15%" + "detail": "위험점수 29.91, 가중치 15%" }, { "id": "credit.axis.자본구조", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 31.48, + "score": 31.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.1, + "grade": "dCR-BBB+", + "score": 31.93, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -936,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1316,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1356,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 48b8138397a0ae7078d2a782660421479bd52b04..a4a0bda6b046cebf0dc54d5a8559f29f8f4418dd 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 2d20d5bf5dc16dd8362759b1ed68e0d5e350177e..e663cacdffc0caeeaf705509baad9a715a898358 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 28.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 26.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.09, + "score": 0.085, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 99e274789f695d89c4d912a029c224109616e8a8..1d0463a413e204af4fba3fa30dd2790cba8cc75a 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 18.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/088910/axes/채무상환능력", "status": "derived", - "detail": "위험점수 1.58, 가중치 30%" + "detail": "위험점수 1.59, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,7 +817,7 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 18.25, + "score": 18.26, "assumptions": {} }, { @@ -911,12 +911,12 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.1x (양호)" + "캡티브금융 별도 D/EBITDA 0.2x (양호)" ] }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,88 +1559,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2076fc888b13", - "target": "088910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.373 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index eddcfe577089ee0c875273cc4088cad5077605ba..4f6f530a93bfdf67b2401b2530bf59851e779b84 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index eea4ae0ad1266327110f6993be7c6cac4d784352..916500f9cad1ad24aa196fc60315154a22c0a97c 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 48.48, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 44.76, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 48.48, + "grade": "dCR-BB", + "score": 44.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 49.46, + "grade": "dCR-BB", + "score": 45.8, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -916,7 +916,6 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1609,88 +1608,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45ab626afd29", - "target": "089010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.504 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 11c7a62500a76ae1d46ede15c9edd8685475ecdb..05f71fb6d2d1aaa3244d8382bbac3b8b70821899 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,21 +661,21 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 43.04, + "value": 42.73, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 6.46, + "contribution": 6.41, "sourceRef": "axes.현금흐름" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 38.57, + "value": 39.07, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 11.57, + "contribution": 11.72, "sourceRef": "axes.채무상환능력" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/089030/axes/채무상환능력", "status": "derived", - "detail": "위험점수 38.57, 가중치 30%" + "detail": "위험점수 39.07, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/089030/axes/현금흐름", "status": "derived", - "detail": "위험점수 43.04, 가중치 15%" + "detail": "위험점수 42.73, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.16, + "score": 36.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.57, + "score": 36.62, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 1b04196045f0c55019666e91be3bd1957f70bfc5..7973a2cf5bedca3503c598224136d5196c7ec8fe 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 36.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -662,14 +662,14 @@ "sourceRef": "axes.자본구조" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 45.71, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 54.97, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 6.86, - "sourceRef": "axes.현금흐름" + "weight": 30, + "contribution": 16.49, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,12 +704,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/089140/axes/채무상환능력", "status": "derived", - "detail": "위험점수 24.45, 가중치 30%" + "detail": "위험점수 54.97, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/089140/axes/현금흐름", "status": "derived", - "detail": "위험점수 45.71, 가중치 15%" + "detail": "위험점수 40.39, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 36.34, + "grade": "dCR-BB", + "score": 40.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 36.78, + "grade": "dCR-BB", + "score": 41.34, "assumptions": { "scenarioStress": "moderate" } @@ -839,8 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -908,15 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.0x (양호)" - ] - }, + "pdEstimate": 1.5, + "notchAdjustment": null, "divergenceExplanation": [ - "현금흐름 축이 46점으로 등급 하방 압력", + "채무상환능력 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 1839f7889d63d1ea269ef8420d03cb0406daa9d3..37ad5ae6770231afd0df84ae7334a552e28a348b 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index f321ddc3770316e7a5af72e07c105e90caa20a01..d1a9fb9254c9dac8cb1060b8af85997ff3348088 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index c8e38ec36ab9b2ea58c326a9c7509e0eaa506516..223b1765c418fa1746beb8515ce2e5d17bda56f5 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,15 +1642,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index fab2e3f3c3b53a339621e88f9b9eb370173d5ad4..8fb408187ac6cae446f845dfd05714ecc66803a1 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index e7f31fdcdf5a3ddb005976b258eb30509c0aff44..92eab3d457536047c3641a9e6333c05c12750348 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index a989eec48eeb23dd2847a341d693f430d3e13799..a466b50f15b06280b4e99e98172ff4e2a2b0162f 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 425619d7b7b781beb7f28d08fffec5e805292d65..b3399f637d7354fbb3672a4b48c83e430cd4d53d 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.435, + "score": -0.44, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index e16035014e4ecdfaf47f979b5f5d2cf5f6a69a13..139d945620bf3aadd2ede34817b5ed563b1683f9 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,19 +1199,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index 3492355b9e23472e4cd06b5943a506dc8807542a..daf10bab0290e3b15a777a405e1cdbdc726ec9b3 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 59dc586ebbbcf2eedbc368bada489bc183781150..6c68c65b6dffdb34db357aca532820af9a43a44b 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index ccc992e3be5e74c97fcec8be678152343f36e0a3..34fe7cde6ace14aeb965636188447e9ef4f73e61 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index b601446779d946d3172dcdcfe35dfea6812548be..8bba5afdef39821494d4d87ee6f74d090abfce42 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 8ca28db773605770a838b5dc9b3b53e95f204ebf..a92c9c6ecf93e99d68fcaa1bbeefb76a99a514a9 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index c36343bd8d136b5dec338355804ea185b3a74f23..d9982c76402ea45dc50bb9e12b8bdbefe563ace8 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 6c382300e201b56ab00a0df7a8865527be23d28a..9df602e6ad1e883dcc57f7911ec89e1bb27f234e 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index a101b6de8f370cc4539db2dff474ab6bb4ebcc44..c0da795c08ff8f4d6f8b747fb3214dd6073e6e2c 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,8 +1385,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 7aec73824c5e4528ad5b4859bc0a1dbde221ac67..aace87bcd65b328455ac9a1e6e00ea1c0da9f5fe 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 2cb2d36c4008dd7e71fc08d06b647c8f1d5b3bf7..3845c0adfeb1d3c1a8656a00843df588a10d1a7e 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 42454d1957471135a13915cfd9c0b15d9d0f4885..5d61785be967cbbe2a2786e4a437db95dc975ac6 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index cf9d8c51b63a76b95e242bc3145d25ceaf42f75c..f41ade177692912cab0c86598658d27f08903fef 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 46ff0987aaeee6c84b8c787259ae6c57afd3b4e8..bb52d028ecdc742281999d4b0b5a8426e0f135ee 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,15 +1005,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.545, + "score": -0.55, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 41c47721e2b3ab515c66dcd888541f4fc8692d9f..28e1fcc380c77bd8b32ad54ed1e06f5c962c5952 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,19 +1159,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index e8cb2bc54f0e80141568e406c29e59a84593d20a..0a7ba22339f0a4a8ff06246de0f5360252a3c039 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 2455e381bd26ddcd75d9306d898e3dbb88c18d4d..4356005d8363f3fd11ae27e887bec4d6aea7c428 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index cfb3b6e4f1ef1b175eab324c216d5052360689e8..7293a2ac979d9e519441dfaf123b79442b7643f7 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 18.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 14.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ff8d8e467054", + "target": "091120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.543 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 8fdd4473c1ce51cc144ce139c9f0b899e50bed7f..9d0da7c3d76f19fd46aec008973406ff231c276e 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 911ef8a3bef0c9c00600a3cdff56419f3aab0189..c66c2f83b38f253a81c0ca2689b822fb797ee4b2 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.72, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.72, + "grade": "dCR-B", + "score": 57.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.57, + "grade": "dCR-B", + "score": 58.21, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 28.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1dd0e0c5c670", - "target": "091440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index 60ccd3939a50d40fd58693a4f2aaf38b68858d53..c834d2d5d78f1a0650529e588fa20b5ae4aae5f2 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index bcae764749c6df9ddbba68ee82059d076b1be8c4..f64a6d4ee2816cc829f805017fb4853811375b29 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index e4b61c4a27abb1735db57619e7c8d1a9c1cc1497..8f3b680bc7d855c149baba139644a39a55e20303 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 456f5926a260384a60a3f357bef64fc61d512349..795002a9c4d81efe1c9c3e7ff0443852f4d4159d 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 183.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index a23b034d5a454e025582567b2543d947bd55165d..6905e05e92503207a412df9e2a3b5707dd957d6f 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index 085dcbbf703ad1c3a427e9799f9ba3990e57ff96..411875305303b4ed5f9a5779b7e49ce82e743fc7 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 256.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,15 +1080,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.12, + "score": 0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 851591ccd8996529323ab7bb8f7113fb1926ec29..c890d74a6b403cfeabbe5dbfe042800726d6fbfa 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index b83704a62de669e93b62da13c196eaa4bf346862..ad97c68477d63cf1f248c91298b757b87e0a5f34 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index 68f99cdaf427e45ac4b9b0667b81dc97632a0a05..e60f4652a3934d3171b2c7004e045b32de4e678e 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 35.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/092190/axes/자본구조", "status": "derived", - "detail": "위험점수 21.31, 가중치 15%" + "detail": "위험점수 20.28, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 35.42, + "score": 33.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 36.08, + "score": 33.98, "assumptions": { "scenarioStress": "moderate" } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,15 +1050,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.43, + "score": -0.435, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,12 +1426,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ae04456b21ed", + "target": "092190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.204 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index e1af5738e9c3b314cc50c3c3ae6251480e2161a3..8f4400fa37caaf44ab40adef8f91a94373650465 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:20c85d32cb1c", + "target": "092200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.437 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index e8d47244a2a78c6c9e4a8ca09c228b3da05257a3..3752d6ec7dab48e13eefadcad90e847e2c74d2de 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index b621a865560a99fdb57274acc09d38cb00331ee3..09a7218a3e3efa9054dc937f500d51ca6e29a354 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 789ba2fa7768be1d52132e3f1f77f9c99fdc22b7..4afdb9bc5f237f0f70680300a25990db0dedd23d 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc9916e04e33", - "target": "092300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.405 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index bfd625082f9fe32acff6060e84086a4f9905fab8..ad18d2ce11ed0d56e155f98f7453aa2826549bf0 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 406f7836112845b8d417c5d0da764184012ae912..987a70c256b8500d31775d5c407d16f01554cb7b 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d780cdad8a6f", - "target": "092460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 455543cf32c3da5c56cbdf7f82ecfef31cbe6897..12694c1bbf1da3e460171610a30d94716ba17363 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 34.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 37.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 34.77, + "grade": "dCR-BBB-", + "score": 37.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 35.34, + "grade": "dCR-BBB-", + "score": 37.59, "assumptions": { "scenarioStress": "moderate" } @@ -834,7 +834,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.295, + "score": 0.29, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 6928e8315a7ed3f2beda30bb60e2bf3ef6cf68ed..5bcc0a3f74b252a92569c283fa04cb132d7ba4fe 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.07, + "score": 0.065, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 68c533b9449efa01585867fae00ebc3eace17dc3..9ca715c79138c7c85c905110d5a8949935af69e9 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 7ffaede8e5aaef271cd223a182254de2a613548c..fb858fe8938c26596238b411eb7c14dac70a7afc 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,12 +1365,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b6e643442b6d", + "target": "092790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.614 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 2e55ef212bdd397baa87762fdeb7f72efe2ce8c3..48021c18c65a4c6b941f56474534d21e58fe3ef9 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index e292f64f6bb931cce0d5580625422232d9e114ce..ba7002b8648b08545816f186eb03cb2dfa9cef5e 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bc99a01bb9fd", - "target": "093050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.414 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index b99af29377dd61a1a6e862792018fab1e8a9717c..1fe0620e1ae57406ddd2bd08093131c04d114178 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index e223ea2cf5147569ffba57ae901fe67a003f0942..d5d2f1c215447a5cacf2ac63599c561721351856 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 1fcd386416567c154f66c01c00e12b15c2f75073..aa53a48e3e2655f2fbd72e825b6337834001932f 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.29, + "score": -0.295, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2024", "status": "derived", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2024", "status": "observed", @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,19 +1248,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index 9f3900ee44a148b6fef5623e435ac97718ef7bb6..b897139b464a27dc93ed6ed563dc99f221ce88dd 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index bac07796b7df852539355791ae5eecd6d4626330..2b4ef256ecb56b9d54ea838d65cbf0e4bbe4f171 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index 31ebebef55d56bdd59836ecc521b30c7455b9269..d2837802d11b1bc36b59141da54c89f5ca3a42dc 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index a302987923b23aa75a5059f75fa681c233004ec1..5910a6301c0f6245f791703e4ea3c29b9612006f 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 07286ce3248456b3d73e0bbca84bce1065229f55..d73618c0b27ee645bc75944a81da7c396f07c247 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index e744d73520349f22380ffff297c3f8962f20ff0b..0196c2953386dcac4b684d62608f360ed0de5f32 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index 58375a7f8632033b42561fdd842bf5cd360164fd..549b03907aeb46f2ece31173f04257692581ee27 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index fe651ce7d5ed04a911cc633b493dc516bf1842b3..63acf0967362a96d8508323989e164a3d5ba21f8 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 25d9e9ad1e074a5e8344adb1aad2fe79727d8ec6..1329e8aa77934daf7fd9cb571dcbcbaf85598a8c 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 43833781408e736035fa8b9a44e3e1250c184125..fc42ce8def04aaa0a7378f8b3e5087797885076c 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 0c99d80f1c6136c209b34a9cc4b49b7859607d36..c8e138650d1752a4ffde76c96cdc656e676e721d 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index f558f0734002b9445ecf7f82a296bf31081fde54..2de5caef689788a52d75541856590b14ad1bfabe 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index bff88fbd2a728dd60751309bbbdd6337dfbf1ca3..e926bceec5a8fb3d4002f862c415ad549aff818e 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 44c2ec4f4a208dfa046c61d0fb9f29ce8e750c11..025adbfecdaa481f1c468919b3b0512f9900154c 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a97f549f5820", + "target": "094860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 03a7ac9418d1838d4d0bc50ef4da5d6d969768e8..059f7bad72e8b53e1246d97774d5ce69c15a553d 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:df96b85ccc1a", + "target": "094940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.25 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index aed1f4093174a1f42b509232234e8c5103572e07..7aecda7d4189f6facfbece9415ee02bfac523973 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index e3ca6354c0490f3f22348bb98402cb35bf5a87f0..38194eb02e6f9562ce869353eecc045fadb0eb9b 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.64, + "grade": "dCR-BBB+", + "score": 20.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.48, + "grade": "dCR-BBB+", + "score": 21.23, "assumptions": { "scenarioStress": "moderate" } @@ -842,11 +842,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,19 +987,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1047,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1144,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index e140b24fc859d48ef6e70ec56db68ebda2379e81..6f3b2ab9a6c381c35e7241970313371767145ced 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 9939f045fd2972a8fa256e73b2dffa2ff3c238ae..596306f38f34a14ae945b53a7c8797c0b50c8133 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 8e245de0bac2b98ec32f034c15ad0302995eb715..fb18f1d4f7ab76826ca2a81bbc2a00000269c99d 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 3f6741588bf44cd33fcd9a5b12cf88166e6a8d69..570a6ff62f121574e9d1d46713871b2584f15939 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 2b89441cdd62bc5d813fcf9272353c1a563ebaca..2943c0fff2c3a44fd2ce660ef38d6e7a25ff5621 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index e16c0dd0889a53875b831738cbb223479505f47f..b495d5f9c7473e42b80af73be6dc9db715345bca 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f73025ca9455", - "target": "095660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 7c43bcfe8dad6e5ecf2483064d261bbd43965c34..88c603287772318ac5add63c57f3476bfdcd9ba2 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 95f64da0fb051d7fb236b0a6d3f68359576337be..427b13dbae8230f9d077b87cc859dd0588a1f512 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index db310d4210d0c7ef9191af03bfc3f09a1ab5d772..76901b376df0137f9e69ddc2541e835a8f424dc1 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 0d0dd442a5ad24ce700c6e006a9ff9861d0552c4..79051b7237fde49fdb0576298b8f8a7642d9441d 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index 3eea323b0504b3d5746f808213e9e2e844eb71a5..ec2a998b00f1968f68eaea991da65d4b182aaa21 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index 83bd31b875f926f746dc97231a6d1a609eb422bb..6bc07ea30e2251ebf424b3c8136b1eb1e9dce581 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1033,17 +1033,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1112,7 +1112,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1121,7 +1121,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index c9fa533e456ff86a3c096103973fbb2ea4e728d3..acfa89bdafeb7771d0fda3c96dcb93500b92a3ae 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.46, + "score": -0.465, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index c280ba9a3b2e57bd4c19284844d980faeaae657d..a9a137b488b6fa8ed00be0d50ac891b3433ab561 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index abd2e25de77d5ffa37a1568bdcb307463de10877..1aa2049b2d61a930f16c667b75a8a03a6eb563b2 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index dab2169c69691fd56fa4a495b4dafe443c89e31e..ec8eccc73268274fc0c8eebfc624068c20c296e9 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:46e321f5c32d", - "target": "096630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.612 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index e1e9950a6a227ea1536e0b9c844d573b5adfce2c..366463257232b87cab0b15414d3518ebf3a29d01 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,19 +1226,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index c792b47c06bb354d15be122ebf0f3dbcabb8b6ce..cab0849ce88f67e1412c8ffa1a4988d9c376e86f 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index be2a0f286d749f2d8b219089bd384a5a606b1f75..e03cfabba334a3046a724685fa440e568faa72ea 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 071ff07c348c7516f1930bf2abc9677a4a75627d..2833435266c5cd51c7f38e1f5f9878cf256f6590 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index c2d3662d785a796784f7845f184ff4c680308869..32a0730c86ac37358d2376baa194d7275ade048f 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 6861a88bc6157e46cd3f0352e8423273b773ad42..f9078026344e1e5d7cc912e4c3b2c6c76059bd4b 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index a9bbe0dae7c9239d0d46ac895c349a84601d33f0..04b2850b81412029ea21985e78b20466b6bddaba 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5848fc21dc08", - "target": "097520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.73 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index e72d5fdb47c1c9e7b0da4b6d247d2074c8d88e84..bf4fa5b894a0acf817fb9bdc23787f737ee63551 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 98666bd36066b0d8f60d7136d25a8b99283c516d..581216e9e10cd2262a8aa84ff5cbd65b69dd1603 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.82, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.82, + "score": 48.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.42, + "score": 48.95, "assumptions": { "scenarioStress": "moderate" } @@ -921,7 +921,6 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1095,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1222,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index 901348d0878258574c4e387c282e7cf181777d46..cd96bfdea2deb9aad2a22b11eea9f89ad065bfe7 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index 44c3cdd505951d409c872f111152c63bdd2d4f31..b914908198f01c9319db452f988d6725388eaf6b 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index a9cabb96b1886282491cdd5fa2f8ab624be0bfe5..cfbfa2ff3f351d464880a7c2acdf1c940787914a 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index c453d13830ed7511f5935dc3b8756aea72066e40..a8f07becb6c29a48b2f827cdedfc5ae8e2c7c6f0 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index 48ec340294d38f022560a81612ab67290b7e15ca..a808969170104e8897aeff73022b67dea1746a16 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 2c44baf53bef5a39177437eb310863bb39ac3bf7..7443cbfc416abbafa21b9626f52410337527ab92 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.21, + "score": 43.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.83, + "grade": "dCR-BB-", + "score": 45.13, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.955, + "score": -0.96, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76eb46c9ea40", + "target": "098660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.483 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index 73af08b9464502fb242192e43f189145c56cd72a..c50a031d5443faf9898fb48f26760ec61e8d8114 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index a640bd67460bd8009da9f344a980a14b0a03090e..22580175e600373e90060af8a708d398e55d0e4e 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,17 +663,17 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 51.97, + "value": 46.47, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 15.59, + "contribution": 13.94, "sourceRef": "axes.채무상환능력" }, { "id": "axis.현금흐름", "label": "현금흐름", - "value": 27.73, + "value": 27.71, "unit": "riskScore", "direction": "negative", "weight": 15, @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/099220/axes/채무상환능력", "status": "derived", - "detail": "위험점수 51.97, 가중치 30%" + "detail": "위험점수 46.47, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/099220/axes/현금흐름", "status": "derived", - "detail": "위험점수 27.73, 가중치 15%" + "detail": "위험점수 27.71, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.47, + "score": 37.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.15, + "score": 38.1, "assumptions": { "scenarioStress": "moderate" } @@ -910,8 +910,8 @@ "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 46점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index 55fe794103c9e717dc5b203953d433d84a0d7e95..8d90cad6025af68b5f2ec98efe9d690d1d21669d 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 1729056c7a12774e8c9c480c62f79e0bb84ea495..60d43e0172bc11f690df447ecce7cfe7d129d94e 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index e03393331f111ae870b494a8a5b92530ef6c9911..ad2a7a44e1dfe39f760b6261191024597acd9e44 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index c11bdabea82bf3cae677c3eb31c2c05072237989..a500ca0eceaeb7fd77ed251731069e7fde3f2f50 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 09ed36850935cd58aeed1b45908b866340341bff..4e1b90fd0fac6f1af56ec76486e412096b89b004 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,15 +1080,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.485, + "score": -0.49, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index 60e52ac811487ea4f2c95e9763313bbe85d7313f..e308827f00ec68303bce0d8c0774d4a2c27f931c 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.94, + "score": -0.945, "direction": "negative", "sourceRef": "expectation.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 776e37d4778afece490e4b00c5d9dcb4bb4f7fc0..412f2178b1fbdb9de2e42f57fc29c71f7cdf3724 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index b15f84b1c5fba562b88dfc2d6dc3721cc0f1d0e6..35abb9ca06ab8131d5616a1b26baa5af4a9861c0 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index 6baa2f448acd514f6f74369172187d8944e6b4f4..7a21d60e19b0ab189a5d51a0988f8a170156cfa0 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index efefdf2d9658cfd8e37c4e02120c72731cb8da70..dd0a9e2adeeb3dfa4fe9ce15d3b0c1d61d61c161 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.015, + "score": 0.01, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index d0e2a6dea7ab8b1ac782e13e775bed6bc8dd43ba..8af05042325fe29886f29ed74811c4705e855af3 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -797,8 +797,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -850,10 +850,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -981,19 +981,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 42ecdf36acd52dd894e0041a9090d924661bbd20..0c93ec9ace68e8fa6778f4fcea68ef353e6ad215 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 380b77cb550d7e0a6bd99242b28323fa8a2f7cfa..abe31e0aced696ff8fe82a8844f47d9950c9ea00 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 14d8e036c40359e502ec0e8a6f1ecbe244a16af8..919c898e91a2ffec11ddc8807924d598b776bbe5 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 358eb119b90d31bd37becee8bf5472a7683ff130..b5d5c4967818111afb02dec151bdb0030f62c264 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index be968ea3a92a1132a618bc3a1325ceddfe4bc456..dbb1b56cc2e1f217244db5635eb2e0b2f88052eb 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index ea4d3a1d5b1228f3a50197f2aa6d813cf9ade024..d8bc579cee46e7cfd55bf6afbc97f28567045d91 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index 0a9876a30fa2f1d3ae6c6df18a0a4c7c89e6e91e..c3a6a2ef1f610996360f0b8e8721fa8a33983803 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index dcd00850b98206a2ab7464bebe9d52cd21666f8c..25e7501ae813d4dec3046e083ff7c83fb45693ce 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 75ff4e2a2b278fc181bd93c1bb784cede1a8d39c..ca421c1385a7950f25ff696e546f59494a5914d6 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,8 +914,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -945,10 +945,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,19 +1072,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 3bf948b78fa6103aea5c3417369289bdcda3e54b..b50c0540104b3d0fe6a86beb0443877213d613ad 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 614c515a3dd3b0d73df301a3e881eb54f8be6b5d..9abef3a336ac300d87998ee423c17459a904891d 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 11.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 11.78, + "score": 14.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.41, + "score": 14.81, "assumptions": { "scenarioStress": "moderate" } @@ -911,12 +911,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index d5fb5918100b95eea662faf52ca8298546535477..bf1cb594e2b132b2b6e5140588f14f98c380adf5 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index bde938c040e2b30f847498ec5368ba3ae6244139..d9c41c9501e48b26b1d414a4b251c737179a266c 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.13, + "grade": "dCR-BBB", + "score": 26.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.99, + "score": 28.74, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index 4d124999103cf8a6c738de86c1a62cf779b70336..9f691ab451edb3b65678beb38254f38257f58cee 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1028,15 +1028,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.4, + "score": -0.405, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1498,12 +1498,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ad0b444fa971", + "target": "101360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.489 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index 7e1b1ee91a01984480aba23febbf827ae310ffa0..db34c927dbf7a5064072b0b0d357732436c936b9 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 9d121281ae28ef21115ea1436e8c80146e584768..c4f65f218b6b8147441f63eb41b8961682d1ef3e 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 6c77573662e099e217c2d33f0624576b0844ca79..3819a76d395fc6a0dc859aa480829d17830abcc4 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 5b859afd4d22b398f584ed8d2897431861b790b8..1b45a4d2ba7d1143cf2dcf16f3a482e3e4f829ff 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.05, + "score": -0.055, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,19 +1259,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 217e14cd41361dc3410e8d559945ab2204b2a0c4..b8df7babfb69954845d6be0a3d3a88b535f04094 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 198.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index 33ea0b67d18b3cfcdd00c65c7de5fe0244e9271b..cd56e9b6dcd17dfb3ff7f337ae99b41293bbceb6 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -851,7 +851,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1065,7 +1065,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 65c9ca33cb2b871fb2ba49a6a231b290a17bcf36..05f6be068c8f96bee85dc3c7af70fe67e9f187a7 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.31, + "score": -0.315, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 8585e278d6cb52f142df186786ad26a47599c17c..be5aecc311dc8a0ad0bdf6e3dbe53c79d69331ef 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.075, + "score": -0.08, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index ee07961407b304e1411565eb0354b7ea8a37bbb6..06402c30968a8cd68b9adaf930ce8bcc9d0296ab 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index fe0485d9fe44a1485e00b827e4a565e2034bdb11..1e8b19b47f4ff814283fb6dd470422d1dc2c5319 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.3, + "score": 0.295, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index d84af02c34712804f12d3b655aaab629fd51ada2..a4e60fc71b25854c7ab9ecd8af2a0e1548ecf73e 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index d3c24de57355389922dd044554389912434bac59..07797cf41ef7e5873fc2347e110c3632c737d54c 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f7429957042d", - "target": "102260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 3a88edce60984834a8d092e7651fbf587097a18a..eb5fff6aa97889c7f13fe29366ece904472e2efe 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 8c1ec4aac37eefb68d96e13ea5988052a7f3cf3b..d0650304dbea210e84ff4966beafd5e875fe8f85 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,19 +1133,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index d6e029655ff388094f0f319942f621e44df450fe..3780da3bda2d5aaf355eca68e626555717d1c01c 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f543077776bc", + "target": "102460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 1fe76e6b3ba60107b1c1e0e6451d7bf709a732f2..4b19081bd8cf372e1e39b017fdbe6f03d4ad3d5d 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index 06de249ee5187a4cd3eb2ee6ee53daa06ae2b43b..b0af54826fb7e498f30f2a4283b0cee5f653ee73 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:872fea58a703", - "target": "102940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 6a8d0047776969ecd720f9165155f736692cf549..8d918ec4384b1c1030ff9dd7f5817ce40ab3b65f 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 368f724725f908f3684acec4631399d5f507cba8..f303bda8bbe6f1f6947923927e915a9261951488 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -915,8 +915,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -968,10 +968,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index fde1091c32bf5330edd996df3e26f150113a746d..f33fdacb36bf7e3e51b8930c60ab6e0c5c480cbf 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,19 +1224,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index ed7ed847d1cae14eaf98bdc53c2a63eb8ae409cd..0ed82816415e7fddfd65a397f2ce062a9a7ba3fe 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 3ddd03295b39571859e778a6e274d1fed1a20004..db423e42a8bc096d3adcfcd61ee9f210b666bbed 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 61ce594a89fcc615faadf0486dbf82df90ba1d9d..e88d989b2ed71bc3b1fdc2f5395901605050fc53 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 55.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 52.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 55.54, + "grade": "dCR-B+", + "score": 52.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.53, + "grade": "dCR-B+", + "score": 54.02, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,19 +1195,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index 223028c9a004140c596fa42f21016902c65ca371..c9ad7768173a6cf7fef948a89f892756a0b96ec9 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 69bf706fe1d574ce09d777124423c6d22023f674..842165ed1499699f91c5e03b651e5aadf05e0f6a 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 85a824d38f805fce43b67f184054e3ff7544d3d7..47f17b25a4769a0fe83e564e07e30ce5935b017c 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index b460b3a0aec9d20a8b3716fb956d20ccb5a8c420..b0886b926df26c5f5e0dfb69cdf2ac0d57befb68 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 8e0727535732baf2bcd0ebbe40606f0a1e8652e3..18c2be29c7ad713515c58db26b7e347a95e8db88 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a8469e6f9f9a", - "target": "104540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 90822ebd8bba90b046462d6f732b1f0d3d443905..0406f9863914911a1e4e3a1b9eb97a3057b11135 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1162,19 +1162,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index cfbf9cdece45a0e86baeed6eb75f92d1ce62a8b7..e9790eff1568e55f3dfbab8eea31c78fa08c9912 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 7236715c8a4a37d0bb32da8641bb8fc08c6979c3..80a30f02d13a06eb0ae246cc8c2f3d5230a9c908 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 2ed2570988883c3433d02c4d1ddaffd8390e08bd..0fa18e482c4287fee2bb88757fa77145be9c3293 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.665, + "score": -0.67, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fabde4159e53", - "target": "105330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.299 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 7ec7073c90470809af27832d59b98f29f5344925..20d40b85777a9ea3094f24b9ce89eb990d974d57 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 345.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 336.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index 12b73878d54309de49ddcb1905ea1d2ddbf116be..28f972aaf9ba62462c87cef3b89a0eaa30125e56 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:822ed56a2cd1", + "target": "105560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 346135a092f1ca39f0ccf9d62289b0a41e1e346d..de89c1bd4a9d9f5c883a44395d1788bd49eea01c 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 6d53269f61965ecef6f5f7a94ff06790d5c7d8c3..8bee1f6931e25235561ee91fc5198aab4f3e178f 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 110fc8b3ca687e28ff20e1ad71db079ae9a6858e..188ba6e3b6b4b50e0246da55876c701ea134360c 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 319eb230cf0ec692c10fa6046c22f46719210f06..a1f57b918078c197fb4a0fcc5db8f47d2d43b9b9 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.81, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.54, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.81, + "grade": "dCR-BBB+", + "score": 19.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.83, + "grade": "dCR-BBB+", + "score": 19.56, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 9d9d8085680718e5d56936d7aa13f356e82a0e76..5ccb2d65b6ec90518f378773ee3644b7e657f9c1 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 54c92b5125112660c1d071ab7f83f94b7a89a227..a15edaf172539888d16ffc1aed2eb078e1c04356 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 1a0529e4088398300c36172aa5642aa7aeb4db4b..e9b5e143d1dbc4620fd38aa38aa7430f589f4006 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.88, + "grade": "dCR-BB-", + "score": 45.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.57, + "grade": "dCR-BB-", + "score": 45.92, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1049,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,7 +1670,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1693,7 +1692,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1711,8 +1710,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index d53760f87197b75336ce080056920df377c320b2..54c9e921039f7a2d0b61100bcaafa86dcc98c5ed 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 31b0427466d0330c527d6effeadb1f84d92c3526..0f678792f3978e395764b382cfaca8e2d12f9b53 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index e2887f7e9ecab52bdc2a6cccaf57973adb377ee2..ffe27e878fd86bbbf09051adede3943dc0e532f1 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -742,8 +742,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,10 +773,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index eee0d3a97a9384b5bd14f256ac3114442b685903..8299509579181d8723e60a535438b9a5d66def77 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -324,18 +324,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.46, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.21, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,15 +518,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.46, + "grade": "dCR-BBB-", + "score": 31.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.01, + "grade": "dCR-BBB-", + "score": 31.76, "assumptions": { "scenarioStress": "moderate" } @@ -609,11 +609,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +629,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -757,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -790,8 +789,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -803,7 +802,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +822,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -843,10 +842,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +855,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -881,7 +880,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -956,10 +955,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +982,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index af9ec6824c06b6cafe2b56bfdc4474a30a01cab4..931ceeef725501380905df180538addaf702975b 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 23e578a59773a0043db56a677276be1be34664c5..90f59e3d852615b906da817675b531218975fd70 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7f3da21ea87f", + "target": "108320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.645 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 7b37da158f1714f0cec595ba1a506f717d9f00b8..964034ca3d6d5ad8393edc733eb1c8d4f33aee59 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,15 +1076,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.085, + "score": 0.08, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index c8df11fb523c18531e1e23880e6d3d58f88ff369..d1efebd4f27a5d4c0004567472a12e49d4d9adb8 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index a37d180b6ebb1cac6a12fd3449c6d8052701e85e..6b0d286314f78c4d391c4e2b5d06978919351442 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 22.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -673,11 +673,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 24.52, + "value": 24.02, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 3.68, + "contribution": 3.6, "sourceRef": "axes.현금흐름" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/108670/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.52, 가중치 15%" + "detail": "위험점수 24.02, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 22.38, + "score": 22.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 23.33, + "score": 23.29, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,14 +1085,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.49, + "score": -0.495, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index d257d3cd0e785a1c7eeaa343309997bd2eb75549..68f2c3b4eb3ebb05a878e64fa57ef8db1c88c975 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ee0056def63c", + "target": "108860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index a411e639a67c77311a066b714a9f77b63d4ee2f3..290d418c4837f2b581db30d69dbebd8c62d9f953 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.35, + "grade": "dCR-BBB-", + "score": 27.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.13, + "grade": "dCR-BBB-", + "score": 27.66, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-08-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,15 +1089,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-08-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-08-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index 122711710c29325c01e048eabd7508f0518d33e5..9de4f798aed27b8c8288aad26935da291f3c7663 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 1283d8d8644a39270a11e2f99cf5329bcfbece6a..a953b37c5b356fbc814c63260b5c31b188a42da6 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index 1998d9137c13757172772c2057c1e564a74ef241..161c3a58461f420646315ed26054e12d142e4632 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 25.93, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 25.30, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -594,11 +594,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 43.53, + "value": 56.5, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 6.53, + "contribution": 8.47, "sourceRef": "axes.현금흐름" }, { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,12 +634,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/109670/axes/현금흐름", "status": "derived", - "detail": "위험점수 43.53, 가중치 15%" + "detail": "위험점수 56.50, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -747,14 +747,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 25.93, + "score": 25.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 26.44, + "score": 25.82, "assumptions": { "scenarioStress": "moderate" } @@ -815,7 +815,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 44점으로 등급 하방 압력", + "현금흐름 축이 56점으로 등급 하방 압력", "D/EBITDA 128.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 3196279af3d7a9ddffcddb6c047cb5e52dfd47e8..99a64599a3b1068e2b08553a4f20003577818c4f 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.17, + "score": -0.175, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 5fab427f084ee1aa458e2a13cba085b5d171b4f0..4a0a3831533a1b6815a4ed57244b82cdea1c6561 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 0f25cda5f165762e89cf1d155846363065e9d216..ffc0ed44c77f2305d8965fc2fc153f6a8ae623ba 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.06, + "score": -0.065, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 731df056fa54ee68a2616be44f44a84bdf04905a..0ab2aa1a42f12e283dd95da3e27dca65876ebd8e 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index fcc1a2494e9f42bee62b7f03457609256866044b..43b61b17059bdfd6a32e357f39dd93fcf05940b5 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 8a9dac6eb4358846e2223e5fb566c38d55b154f5..d7536e74fe7f2084794dda16c2778f112bdda55b 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.41, + "score": 39.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.22, + "score": 40.47, "assumptions": { "scenarioStress": "moderate" } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,88 +1441,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9beb7980d679", - "target": "110790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index 4a9f324fa34473d4696683e85d5790fc4feab350..e1861c655a2994f070c0a593bf9f7a50808be887 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.03, + "score": 0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 5cf05f39486ad6e90bad57334479e3ed5ff07f78..8139dfbeef87ce4f057c06c896d7730bddff1eb6 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.38, + "grade": "dCR-BB+", + "score": 33.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.8, + "score": 35.05, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index ef626ffd6e075d8dbe8368fc2aa3931cb2726ea8..d38766fde152e2f7cbb36e5e8ba02a052e82edb9 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 9f339bfab899b8c1ca1f41cf57d29a42af9eec36..03db991a85ff9d13db3167ef40641e6ef93f6f73 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index d14bc7e714a181d1648ceb0686bd132fc73f6807..927ca69c06b7fecf7c7de7d1fa0f414075d7b319 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 44c76809fd33077b5f55a238c59a93c6f2a0dbc5..0c6f637ddadaf860aad976b41977e5e27163aeea 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 01f18a1bd900629d4187493a54c43300fca317ac..a97ab05db02ffd002642ac9b2ad9e5ea7a7e39b7 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 179e3e6cd72872619acc48500474b0536fdcd29f..0fae6fd6250e4467baf82189d004ae77fc46a1de 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index abc3d824fe5145f384f59ac505722e848d400d1a..729ca9dc3d1750b134688c9da01e578cf63f96fd 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 093e5c79980514958b65e1b534665531358d4189..22e2605fe584c5f969384e4fc6bbd0f52b2e526e 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,19 +1168,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index cf75c12408b8ebbca460e66ab78116416c313b0a..07c619ffc670e439bc6536857b66b3ba0f175e30 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index df4baca0dfe1283b9a1dc9d457b709a77b90d613..4cca6a596a084bfd3723d99bd1386eb3fbdce9a4 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 6b12f7ee1e3293d3d098d178e2d90e4f7074f3ea..2ea78a10b33e664cc926dd2ae8844dd6ad69a7a5 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.195, - "direction": "neutral", + "score": -0.2, + "direction": "negative", "sourceRef": "expectation.score" }, { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 4bfcde1f23421e0bdd25ec2f9b39202ce9a81ebf..6a6ad64581ae06a58f158f67330e37210b1f153c 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e262f3c8e375", - "target": "114090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.445 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 64e90ba1da7a94617765bc39daac40cabc62b966..3ad5afea78ac55eb9af40f5e15da2ebff75aa13e 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76647922aa41", + "target": "114190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index 022611be5b8aa8545b467b6154c72838d2d11bce..22057d5622cb0dbc5b5efbdc7b9a6f44caa6b866 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 013042b9f659f2c1c231e97394b53b2d99b45c49..e803d22548e2f86f2e5709a3fffea0eb348a35cc 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 64f77ac31db9cef4ee7830c141940246b7f8b08e..f9e221cae3d5afbab72cf2cbe137e6867a24ea07 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 71d1c0a811770d8aeb12e6b0634e927130880895..0e2a7036e559820b9457c5aa6d9c408ef0aeeffb 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 3d14704999a7388ceee28d0702b6f0b7874b5c4e..1225b18f061da51742225d623f0aea7049ab89bd 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:60b17391c02a", - "target": "115160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.359 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index bdee9710f2d0cfb91083ac3a4504de557b43ee57..390518ad77979c25aa2fb52e9acf0cbb5de3681f 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1334,7 +1334,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1352,8 +1352,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 5184030688763581a4e047c413950c4c013805b8..a2f698a50e592143b8055c94c49687fc02503439 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 0f90eae10ec9e72a1947a74de1607e801c9c9ac2..c98d8d8f5bca76e3402695552014fc7467db1ca8 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 98295ece0ca58eb3842bb938e3e2c0ab3a818f34..c89149e6a83ca51c89c264b6d214285c006958d6 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -976,15 +976,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,19 +1193,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1590,88 +1590,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f678cfa44605", - "target": "115450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.477 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index b6339cb5a5e10ecc2460a03b49cfa5f79b6dc27f..e80484f22288f60b39bd9f5a279db05e90946215 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index 27cc32aea0af2e0ff3cd3e3a7df0001591d07e8b..c26207bf3f560f38f7b6d71db9597c558d9b387f 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index c694aeb9e2aa9299abccbcd6c9a54bf4578b5e17..665948dd08b8ac23e1349c04fc276c42412273b1 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 21.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 21.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.01, + "score": -0.015, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index a757ac18c0e9e2ac07b96ce8a436ef335a30cd36..4519de1c3b9ccab5e93e1973f0d1a1abf1777901 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 89cd20f099a59c8afe9fee0ca6d20c34f5d7df19..691c57b8f35added2925ad6b766d4da34f75f64e 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 02abdba281f04dc29e7f231af58d899a44edb1de..ed02dd83224633edfbffdfe8b157e063635bc6ef 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.66, + "score": 14.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 16.58, + "score": 15.29, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.98%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 017c138d3353d63cfc83dd21a67aa60530632af4..87e587522f4c0c501d19dd65c4bd053a17901441 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index b7c98b754a7b0e2639aa72e9184356ca3a3b775b..9269dc0ca5095b913e0d108e6bb8478b70b33fae 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,7 +1372,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1394,7 +1394,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1412,8 +1412,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index 43c5958af4a13dc15c6b3358b8fffcacc3e0db47..cdba6658d20ef167277d932ffb60ce3b9f3b65ed 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/118000/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.25, 가중치 15%" + "detail": "위험점수 17.15, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 39.96, + "score": 39.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 40.29, + "score": 39.69, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 622b2f045b19a4cf2a0599babdc1db1cc526d43e..91fd31ce6b72928ae3b1deaf61d17c61346cf902 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,88 +1585,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9e4ad0bac446", - "target": "118990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index dd160b8dde930991650963ba2edfba86ac8f224a..41ee118ff3a0e4af945a6d6ee3c746e495f86af8 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index cdc3c01eee1a39dbc6f901f006592b6a4a929e09..772a19b3b3c653c8c170692f1ff471431222cc9d 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index d4e71f2db8686d88b8d9be5a9b129036558689db..c435d9c0837ca72b1dee34b773a9a679b110aca2 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index bf0bba7072f807c5c9d1fc29a5d763f2bf5a4cb9..1137170be4d3a813647b8f9bf517d46b69d448c7 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index 53838e5917d246860796ea5f778366635ac7cb39..0cabd2b98e4c6ec8d8a8d4503869e281f6f68be3 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,14 +1078,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.025, + "score": 0.02, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index cabca3c70b45baa57aa58c94b99e93542693e9a6..94b8977441f29e9e974972ec4adb3644dbe8f1f9 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 58f5f95bc298dadcdf365bffee3f9e5b488a2b47..dc143ff6ac1a2ab8cec01103cbfe852d4d10a0ba 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15235b1b53aa", + "target": "120110", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.804 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index ec250876d08480502b248eade202ff62b4e9e517..5b434f28e65284f26a6b6f53f4f9e5cd3a609070 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 3696fc780650c0c5210fc79d59130bf32b11a8a1..92bfe1013c8882eb36f05fd97fbd041cdf2415f5 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index fcc3907c5628ab7e8c8e641caa750e63434a68d4..c2cb3cedc5dfd6a6829c3ed546c3eeb9a8d46268 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.53, + "grade": "dCR-A-", + "score": 17.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.44, + "grade": "dCR-A-", + "score": 18.65, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 827b9e38104886c2e87fbae8e40451b5873f7ee1..9520c869385f6993cac4d3d1df0868f837e62692 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.205, + "score": -0.21, "direction": "negative", "sourceRef": "expectation.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index f17882bba2d4196a0820ead0ea1069c5316d5666..7e434dee2ae6b74051e9975ed3fda1ad20ac730d 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1026.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1050.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.79, + "score": -0.795, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index ca5efea832cf7b9a1b3448d7fb9d7461b1904af6..e854b70d4b2cb66a087321c6f27493399a15e6f4 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index a1aeee7ef67f8b3f2c45434ccb37b84a6a2a1662..3332f9a12e8f7ba55458e416b711d1e66858adc2 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index 2aff11f21a79695102b3482987d7be53696a15db..77143d5b499edd608914d3118f95a0c4b5e7fdd4 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/122350/axes/현금흐름", "status": "derived", - "detail": "위험점수 38.70, 가중치 15%" + "detail": "위험점수 37.95, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 43.58, + "score": 43.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 44.05, + "score": 43.99, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:743bf3cfe478", + "target": "122350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index b78cdd4c4b00bdcb692505220cb13ff60b65b827..627852eeba956e50bd82d500059f31dfe47fc516 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 7d3d4ab413abf97f7050f9d7407facb45ace65a6..061025c4a2ebed5b4734dc3e0ab53441c706ab0c 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.75, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.67, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.75, + "grade": "dCR-BBB", + "score": 23.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.74, + "grade": "dCR-BBB", + "score": 24.73, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 6b33675656ae4a4965d1fa9d5f590ea3cd2ab886..1fa1e2a26444ffc1bdd1151575d69b276d6003fd 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 49.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.06, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,14 +652,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 34.17, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 35.19, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 10.25, - "sourceRef": "axes.채무상환능력" + "weight": 10, + "contribution": 3.52, + "sourceRef": "axes.사업안정성" }, { "id": "axis.현금흐름", @@ -672,14 +672,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 55.16, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 56.63, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 8.27, - "sourceRef": "axes.유동성" + "weight": 30, + "contribution": 16.99, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/122690/axes/채무상환능력", "status": "derived", - "detail": "위험점수 34.17, 가중치 30%" + "detail": "위험점수 56.63, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 49.66, + "score": 53.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 50.15, + "score": 53.58, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.77, + "score": -0.775, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 9e138a9126b7be58968328c488fc82aa6ff8ad5f..339b4a46a486a16e94115c7692c7a5d9dd2ee42c 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 8e921733d6c1fc48f80b65c8c7e0063ac737aaba..112d78e4685f34f52aaa56694095f42266e2d072 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 6b996df5e526ffd4a89c629ffa7fb7aa676308a7..b030811adacd719604eb3a24ccbb64701273aa36 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1506,88 +1506,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ccc9617ee1e0", - "target": "122900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 9f01e09f634ffa224954b9bc6df981c4468de0b6..bd15bf6b11f9ffcb96603984126a931c78f79fc7 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index f4f63163e6af252e3f0fcc75750815329ba7db2f..90ab2b4d082bc747647706d50c70bc2513d031d3 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,12 +649,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/123010/axes/채무상환능력", "status": "derived", - "detail": "위험점수 24.67, 가중치 30%" + "detail": "위험점수 36.25, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.92, + "score": 31.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.43, + "grade": "dCR-BB+", + "score": 32.08, "assumptions": { "scenarioStress": "moderate" } @@ -767,6 +767,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -854,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1007,7 +1012,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.215, + "score": 0.21, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1027,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1180,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index f64b87721468179ab918df916defc5e2809e20e3..deb25e260a848c10591937e1d5570a97134df059 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.485, + "score": -0.49, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 61f6e00c3d55604559cf117c4fd0eebf3e47251d..bfa231025bdab70b15f76f219b4498c3bc2aaf1c 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:366e73adb032", - "target": "123330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 162354e7ae33530033e8f54de0b9ac1eb5899350..5a009d397c634759d005ee95d1a08c5376ebb110 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index 455fe622a83fd0a3508855f66be7de5ce2620fdb..448b51d2e608d43d99a00e427401566e73604085 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 9c1a071527533213b84c6dccb64c220f50a3ba90..7653d1d4a780074b9faf292031b7bfe3b9b2c571 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3fde62f3ef29", - "target": "123570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.652 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 5d81e60d4ca476a4cc240221de919c4c5cc732ed..20dd938a9ff8bd63b98c598fd7c8e700e4535646 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index d4d7277edd29e80b0289ce4923eaea56b1f61021..369127ed105ab8516a869c4f94204f2eba3eaff9 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,15 +1074,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.105, + "score": -0.11, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index a299cdc4b8c034677286ac1a942ceee515674852..4ff342983c6aed31a672f77404d01cb5ddc79588 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/123750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 29.17, 가중치 30%" + "detail": "위험점수 25.02, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.57, + "grade": "dCR-BBB+", + "score": 28.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.83, + "grade": "dCR-BBB+", + "score": 29.04, "assumptions": { "scenarioStress": "moderate" } @@ -908,8 +908,13 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, - "notchAdjustment": null, + "pdEstimate": 0.15, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "캡티브금융 별도 D/EBITDA 2.2x (양호)" + ] + }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "D/EBITDA 19.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", @@ -928,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 2d4b9dbf2effd64abd6e1039c76f25460ee62fff..e62d2f108b6da1f980427b680132c8616b9c4153 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 479.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 477.62%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index d8601c1965fed47220196a1621835ded911fd869..cdf17cf9960c645d045449fd97ac4db16f140768 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index d79809432e1e48a51ff6ecd655779f8929715a22..ba2002cc3ab9098c0089c9050e9c4ebf4f3b2097 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 9568a4c2e023e2a926fd9cee762487197ae7d84a..4691b1ab8c288cbbb1fc81f5f2da2f429ad8fb54 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index 3e509a5dca3b438d357fb9a8aed23fd215896102..c473760df20b57478e9f75c47e064d4d6ce9df84 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index 130959e40c8c6a46330cbf666fcafb5cabf4ef51..b378a3792bf0f818c9620e63b2755e315ee86cb1 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index c534dde4fe698231031ce9b9458d8b63f5974b34..c627942442dc8e4e81ecad3b8c1e43aa881dbbd8 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index ab651caba4b0ba04c6228bdffba0f01f4a2c3384..cf7f90aa0963684220f4c30ebc03d6da9ac89fe3 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index b7b19df6e1593b332333ef71cb025fb248e19f9f..e1075376bfa7ad6ae75fa325f03ae1b03acb6f58 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 54.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -633,11 +633,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 59.16, + "value": 51.08, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 17.75, + "contribution": 15.32, "sourceRef": "axes.채무상환능력" } ], @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/126340/axes/채무상환능력", "status": "derived", - "detail": "위험점수 59.16, 가중치 30%" + "detail": "위험점수 51.08, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.13, + "grade": "dCR-B+", + "score": 54.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 56.76, + "score": 55.15, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -855,12 +860,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +882,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,10 +1009,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1037,8 +1042,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,7 +1055,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1075,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1095,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1108,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1203,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 7a0984b6f920fecd3fd8d12f273800b1379bbea4..7689eb28e7c00081100146fd40b12b4d0432ba77 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index ba56ef69865333763065f505d1e0f3e1ecd86db1..987c64aee69bfb98ca8c54a39777dcb698f3451e 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index ca7d759c49285623d81c767830d6a1119fe775e5..5b0a970ce7c02f1a1e30df1502e1907b4272f631 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 51aecc008338be3c948300fd429a0ad0a247cf4f..59152924aac67a5917c11fd717d750dc91485b96 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.80, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.55, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.8, + "score": 28.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.81, + "score": 28.56, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,6 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8912c75fdcf7", + "target": "126700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 42021e5aa6e05ded38197e826508522bfe5f4b5e..171150991fa2f2b5ff17303d5a816888632a80e0 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 54d1e1a046adf4f03a453cbd6a94ef09cad36193..1f20a7b32234d985f9187d3fb577738c32bf88b8 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,8 +1171,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index 4cc2b4d5647554c39161cca1642b35fb584367a3..c4c48ad7ffd2d66ea9c023303a448947f45b0add 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 07737f213a5b6cb9af179b845c6a7bc6e077b617..448000d5d94bc87bc72b75d6cd4020013d86efe7 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 54a3c59500bd25f895e9f52fc7567000e40b5591..87817982d8f30c7021b1a4b99964b07b010d818a 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index d07b35fba9fe0039a881db4d5e123c662c2252b8..9ae0e65bd9946f88b3e1f07b3b7c5dcb21040b67 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index c1622a6b5d3f8c347ea4d76614c73c5a652a4bcc..c0b8c5e49fa6df76ae5611966e93587433f3554a 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 8ea19aaf5821ac2f1353508868528b67fc46198d..82f32afc5b8f91dded84ed63e4142b8c54b6a771 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index dd333a44068538b8de6f1ee1d74f1b336ebc89a3..4344c2cbaaaacf3ef88c5d4891179f5305f12aad 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3414bd435b26", - "target": "128660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 834c408cc9dc737608012eb748d2aa0005814649..80e69a6b3ce4e0cd2512f9c4428aa64c858cdb13 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 36.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 54.52, + "value": 52.9, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.18, + "contribution": 7.93, "sourceRef": "axes.현금흐름" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,7 +786,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/128820/axes/현금흐름", "status": "derived", - "detail": "위험점수 54.52, 가중치 15%" + "detail": "위험점수 52.90, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 36.83, + "score": 36.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 37.48, + "score": 37.35, "assumptions": { "scenarioStress": "moderate" } @@ -920,7 +920,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 55점으로 등급 하방 압력", + "현금흐름 축이 53점으로 등급 하방 압력", "D/EBITDA 67.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,12 +1673,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:41fa873633f8", + "target": "128820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.421 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 54d9150ebe414aa88dc927e43657ec30bf487228..1206eac676d355119c8cd50e525450df478f74ec 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 5b9867cd36c6f6ba82cbb2f8a6c0a37b71aced84..ee575cfaee5509822269add237e1802396e21c16 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index c225b9d3d10ab0199935bc6f3905cc2683ee5035..b69343d5daed1444777ff77d9112e1aebd041c72 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -935,15 +935,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -961,8 +961,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,17 +1006,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1077,13 +1077,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1092,7 +1092,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index eda542c7df60214243ef0eb562333bce8ebec505..829494eff695b9de58eae68b6fc83f951d204c3f 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 4709095a40adce42ac02f1ff40713c7c7e1c7598..fd6d7e1ec6af371ce01e22b24021f4f730f79d54 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index e5236e36c4673edbdb0deb41d9cb94ae76b2686f..f38f1433d1d4b4d16234d3a6dba0a75c1427f26e 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index 6f6b6655beba0189db4bec38449eef894b33515c..cfb70f75508de68241cb7c1465fa0104893ae443 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index ffcfa8581d06bda3e1fd8abf9542c036e46079ca..ab400116d20611b6240460751c64dabab8a0bea6 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 199b82f1aed71b0a7be776efa65069978e9d9d3f..db8ca3839cd03452330eb815fc67d6d7bf39dfee 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 7eb0d20a352326c2280dfc1c82f0f74bafb933a2..3595961fd9cea6aff9386639c18dbf02b9a035e7 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 7110d59bc01d2caede933d3b1f2a0404ae3c1937..ef520d3ce62d0b729788f737153f55718868f2a8 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index ebbe7df858d51357d441b079cbadf16d9327ae9a..4dd6a9822a02be399d70e8222ce3942e4d98e15f 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index bfdc6c54c2a7e26d8b6ddace7974a7605137855a..459f91dd02439885c785c2e91ff7184479305550 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 84aff366d162892550932ae81f9f971efb053252..4bec631063167243c84d4bf6d6d6e093fcbd305b 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 3d0fc65aa40145128dcf8c4df9b5b57265b5bd43..53a4058f07ebaf7bd10327980ec6e058433e77fc 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 2c25f1c1384f86be4b9e0b2c447ff1629be2a464..d0a2a1d1286ce11a275e64cba0345fa9ea3de8f8 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 0d83fc6c6d7a9f083287fd5bdeaaab029891f7ce..6919987a43db954c208f85e14f02275fbd0c6d58 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index c1cc202b30433459f83e3b38ffbe7b1567e88ae0..1bd894895a2f3e5e48ab1f715ad74b1c95cbf628 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 7417d75482944e245b2fc66f88d925e93d816af9..913c34ae214f373ba39a8bc60033fb2416a054d2 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 1bbdb78a0176b5a5da250c1f13b339fbd96681c9..3bad69fcfb32e6debb6c97c7866759cb9b159764 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 15.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 16.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index cb17303a56a3262601ebcc1cfa2d15fc2ca44330..8e7114d93276c59a9f3a31d44949551582ddd249 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index 9fffa0abe6f9cf450464abd3420bbd934cff388f..dde44f367f1dfdb30d5b5f3e6a5e00c8bbba3ba0 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index bd8741282f2ec8d211a4e4b24692e7d7a21cbe34..435f95b30691fc2be33f5bd481751118e6a5f37f 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index c9270dfb0981b3022b33c5cd5bbcc8b6b6177ca0..aa2f1e7abe49c6b97b7dbd06ad5f6f74e4d3c8d2 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 16d053a751e356f6ec28cc09c21343acda80e794..fb443a28b6c41c408ebbd5e4f63e036f075c1389 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index f9347324e9fe423301ac792dfc8fa698b3e2660e..775337047838d71fcb7dd092092d34b98cc82c6c 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index a4044010b111336bca6e045b1d509e9aa50e69ce..476fe1f07df2a7c94f29a8954b26b3b9e7afd745 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index 040de70b7749dd5530c227d03c54b84aabe0bc9f..b10dcf51547c347a057c0d40676718374736c33f 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a118077a0327", + "target": "136410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index e83962582ab63585635fe00d8237f6355a34a32c..103bdb07b58eab9694ac478d6f98932463b94ba3 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index 740dfddf37f48371bb76716ec9372f57b18b3ecd..ff37a36532d8f5b1a30f3168e9f3996d302ccf2c 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 2b12ed1a45f10c4f41deaf466f16723bd7ae0023..1d345fd8d450ba256c9fde333215c89b08aa8d68 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index aeb04774dc9d93fdce3ef4b692efe8a07a6296ea..b4695350ce58a6f2128d1e5e90e078cada7e95c0 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 995933ff5d92bddf85b49926216382f48c0608f7..d33a72145ef6fe604f63e1ecd37ab4ca5a736aca 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 0d59ce9fdb9838c039ba6b81b451335cd3f51516..7f6dffab8cde8edca3c3c705b524b60f16641d9d 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,15 +920,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 8b7def8c9ad9c0480bab06083be5330f97b5336d..218ecc7c668515fc56d88ad6d5697a83e16dda0f 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 27.95, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 25.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 27.95, + "grade": "dCR-BBB+", + "score": 25.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 28.81, + "grade": "dCR-BBB+", + "score": 26.56, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -914,7 +914,6 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 9f69cfde9b9128d4f0e8707ce46dfcf7e4e4df44..bdd4b4e3036b9f2d7572d5711f7e834b71f988ca 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 247a67094caeec4f5863246614517c63aa589db3..b658d510d4d52b9715e2e73d8743644e99f06e68 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.95, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -662,11 +662,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 54.27, + "value": 57.34, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 16.28, + "contribution": 17.2, "sourceRef": "axes.채무상환능력" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/137950/axes/채무상환능력", "status": "derived", - "detail": "위험점수 54.27, 가중치 30%" + "detail": "위험점수 57.34, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/137950/axes/현금흐름", "status": "derived", - "detail": "위험점수 47.32, 가중치 15%" + "detail": "위험점수 46.67, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.43, + "score": 42.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.15, + "score": 43.67, "assumptions": { "scenarioStress": "moderate" } @@ -909,7 +909,7 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 54점으로 등급 하방 압력", + "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", "D/EBITDA 24.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.47, + "score": -0.475, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 23248a9df711c4c693f4ed30e0e586b32925cb53..f6462cce2685daeee770235bb6fdb8590af7f7e0 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -910,19 +910,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index 268ae19cad98c8ff1d5d6f83175ac6608ebe005f..65442141935f40d8dff9d5746cf8c4b62f40b654 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index 68860d3205e96efbfe14e9f73f3d1026ccfe316a..e6c45c70a847fd6c5cbe36cb5aef9cd24d525fd3 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index e9c1310a84bf9264402557ef601396c9e0d97a90..702214ba2a41080b2a98f9f7aa8b405fbc58ad13 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,16 +670,6 @@ "contribution": 1.62, "sourceRef": "axes.유동성" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 49.42, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 14.83, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -689,6 +679,16 @@ "weight": 15, "contribution": 7.24, "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 43.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.3, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,7 +775,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/138360/axes/채무상환능력", "status": "derived", - "detail": "위험점수 49.42, 가중치 30%" + "detail": "위험점수 39.83, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.58, + "score": 32.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.1, + "score": 33.15, "assumptions": { "scenarioStress": "moderate" } @@ -848,8 +848,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -920,7 +920,7 @@ "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 49점으로 등급 하방 압력", + "현금흐름 축이 48점으로 등급 하방 압력", "D/EBITDA 24.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 0bc85b69ee830991d7b327932843b2cde17d45c0..4e40d0d9c9eb847dbcfbc52baa58029eb07749d3 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 0750fa9806961f27c3026c1a50f02ed6eb4fa49e..cf013a29478b1dd07e4d1c885997bbe45c99bedf 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index fbeb12b3ee24899ec24ba847c93c30de922b9baf..0264031f2a5fee034e644bc20432022f68c42647 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 33516dc0fc9a2f09dc3d2d1e0d4395ad7bcf2b1a..c372129b29d0762b8576ea59a12f0d4764928381 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index 2e7f6e572c114e82bc32bc48f4de0f4a48a6b992..e80420df145087c7e73d7e6924bf335b7a6fee26 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index a991e46f61f156210f069680c927076f764f9762..e726be006f6ce7fa7489c8a2ea396ee39a275793 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,15 +1556,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 25c686cb17c065b7099074660a0cfb035aa78ed8..eadfcd989e71aac2a5784f45bc863cb242a5f1b6 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,15 +1075,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.04, + "score": -0.045, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 383a7fc6c426f6126ce33e81847e2158684f411f..be9655e080e7fc770486c4554554919f7f8e59b1 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index a036cdd046f22eda92132281fd59c404f27e5f24..ac4aea2b3e737e6e14cdf40ea78596e22a59f3b4 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:37af153814a1", - "target": "140070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 5205286549ffc5f1ebc75c196a4176bed533f4b5..aa1203a3574e6597eea09fc15c306adb08e436ab 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -928,15 +928,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index e5f2411f1c074f1eec1496d83ef333e15eb42eef..4b4b897609c4e1feb2256a8f238514bacf615fd3 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -940,8 +940,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 69d0fa52855512af2c0fbc6236f1f3a079a7fbfb..0dabb431513e8a2c1965e5dcdee0646cfd40ad3f 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -689,7 +689,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/140520/axes/채무상환능력", "status": "derived", - "detail": "위험점수 6.22, 가중치 30%" + "detail": "위험점수 6.20, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index e27767a5c7a36c62ea8c6c2f20bbc5f36798ea65..28d02b56d77619aaa11a133e8838ba4d1f389308 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index 558f0fb7732ffc62ae4dc6ff3cfb69db2164e5f6..c4391f97f4e3fcdfabc85df5cb0fec0a1de09af9 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.22, + "score": 12.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.91, + "score": 13.45, "assumptions": { "scenarioStress": "moderate" } @@ -911,11 +911,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index b089f2873fdf771f3294e7eb41ae6606d7dcc663..e37d84f73ff2ae44b79040e7adb6b79e8f60d12c 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,19 +1236,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 022c245aa7d13497d677fd1ebb18610a3c209cd4..9dd5eb00641a5c820726396f462352a5e765c4c7 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 997d739711a24bbe8c61b1c5716bf88c0274a4d8..52aa7544004bc4991a46ed7ffa34740569751e83 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 96dc9efffb2a621bfd0b81a72af0cdbf57a44f0a..0d23cd1ab18c71413d7eb21ba1acfc51aaf350eb 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.085, + "score": -0.09, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 6a1fc65bb09b816fd9eaf02f2a50bccf27947e70..2aad139c14aaa51806fde0e714314fe544179cdb 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index f2a951c67e9017b2b01e7937a0b1cfe5b55adf83..c2c29cb61cdbbc60331f3ac2088750d645925f9f 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3878.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3907.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.205, + "score": -0.21, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 7e4512d5e416d9c891e22bed9f91a063be14f59e..efdf72f1ffe0cf89292c003d5b2e7faf9529fad6 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 3b245f953ed03a3f19c0a1681238406112a939b2..8b200eb2da2af18ec11923682d29df70a4732ad0 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index 839a8dd3ae49615db5ada202917e888bb124b4f8..2a5d5979bfee86bb04ed162c02ca1208ebdc56a9 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 7a90355a81caae511573083a6b155d9fedc32341..fe2cf0d46242696eb58f99813eea03ebd48edf5c 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.25, + "score": 32.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.38, + "score": 34.21, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cd74680f132e", - "target": "143540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.528 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 32f2b20b44faed4179bbd776df92f823a17f0309..12ec485a82b6aae9e29b384d7f336f5847bf38bd 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 0caf279db2c39b02b09c8a29b1b9a0a52b3526cb..e7b25b57f6d6114542e7c95c753a1bcf60c472cc 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 3ff918abdf621a02833fa7bc93aa76f35a0e4bf2..72e413d5d983d7f286255e1c5453b4f032e6aadf 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index cf45bfd2bf67ec5baba18e596b433e44ab815f19..c44a245abe93637e2577c3f4c26a0c525b947410 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.87, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.68, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.87, + "grade": "dCR-B+", + "score": 53.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 58.16, + "score": 55.05, "assumptions": { "scenarioStress": "moderate" } @@ -519,6 +519,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -550,7 +555,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", @@ -570,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -697,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -743,7 +748,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -821,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +860,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -864,7 +869,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -877,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -896,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,12 +1124,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:54c379eba704", + "target": "145170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 6d51e92c6412faa55188d8e7f814241bd11bd968..f440c8f5de76aaaf904245772174b6b0c00dc11a 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index e911d7277c2c8b167cd4022ed5a2958f182a665c..da830283a7e08547909cafe1730b21e65fa3f753 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index f1fd2966542615c76f8cb13703ee147d81cd6ca6..55b23d61611842a23f7e0d45467c1c2bcf1771fd 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.18, + "score": -0.185, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d24db159b05a", + "target": "145720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.362 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index f7ebd92001cd29f015780a61638d20b51ca7c690..b472d0c3dd0427350ec32437d82e71676e75369a 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index f048533a6eac053815af8f8ab443f5a59b56f44a..eb2c11bd4b15c7e3f1d95a9187980d3187737579 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index b21dd3c885c160aff5794aed53ff924464cc857a..33c6c057667bf34d2b2f6951a76b629a52c6d76f 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 609cce0f5906b843f278ac4951e6313bb0c180a6..418c597a80afc4a1b4e72f753db1a7cabd623c0c 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index 1b88b2101cbf0ad820ca9791b09b97a28f669bba..a8dace4bd3ecce9944ae2f35dc4987892225a625 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 085e561ff435f581d109fe7b8f0464deab0c97ea..c9e7558d85cf682675e05d75a8492337be8ca196 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 7873ef17a7d89d1632a5785101d43b8527f269b7..bbcdc28229a998c0843a669a2da05d6db8b2b6df 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index 7c2a6c5a9143ab33a7d694142934d53996880f15..672e16ee3f86e4509b72afe6cf8dfef51e38c0f3 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 21bf0745eaeb0b2f0bd44483d9d59bf9a32efe93..2d6c3895565ca0beaa144895f44c87f36bf7e637 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.05, + "score": -0.055, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 1ae81d98bded0d0c08620c63ab0dbc6d18dfe479..035f1498b4b31913b58b7116ff2a4e0e09b11c8f 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -917,7 +917,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index b6b1d8ebd306afa8584fa764f6ba0f318bd41e4d..f7c1474a59fce3a4808d95048b49a1f790f4e639 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 2d826fc7e20126a0a23c8ddad3f3592b5346fb5f..b15461a49b33ce691f557a1192ff70fe671b6b58 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 41190144667bf290efb3257cc43a485afe761efd..0dfef75f3c0d8698d03828fbcc42246eb37ea25d 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,19 +1190,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 01b12bed22788e723ea3bf047aea37c3b5ccc4a3..b98e0c701949d8fcd5f1c3e542aae1e0d328000a 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index ef9ff726edc23d771bac2383a0439ab917de433a..f62ce03c704c8c872e86a18cbb40ec449e299947 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 289786e326114ad9d9e0fb51819ebe64057c1179..872096fd447130d80111940a2075ae5a105d6f43 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,19 +696,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index ffa889322a6698ac8a7bc4914a9ff5e5da90303c..e7af230c7c44ebbfbcb2d15a589f7e3c65a1760d 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index a26478ab9e93dcc70a539a0028946d5c6dbfe853..869f7703ee23f08c4575c02c2f7e3e3c312fa931 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a853d18ceff", - "target": "153490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.365 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 8e3cd281c18433076341a97dc9d566b32274bdbb..f36532d7fe087da5a0aaacbd92ef6f7d47c90558 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 88dd84ceaec48f68a3c1859870e9492a1ad27d03..4b29c333bdb6fc84e3d878aa027b358b6f883a98 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index fdfc0fab032f07af76275f685277317c16743617..8fde7ef3d1818f8f9adae919d90309b3f3a48507 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 6f46a5804d344d24b0d0f48dc7ba483136e6be6e..ea8178169757507bfdf927eb7eff63d4f25f1fd9 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 32.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.55, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 32.3, + "score": 34.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 32.81, + "score": 35.06, "assumptions": { "scenarioStress": "moderate" } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-01", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index aa5c3267d58c16299469096509a7b29e869399a7..79b2bea7edec740145d2dcca6c9464f24eaa76c8 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.195, - "direction": "neutral", + "score": -0.2, + "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:af7f8a926359", - "target": "155650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 9158260a2e8a3b92017b898eeee5a484e05e76d0..612a2c7fce7e61f52ff33c557b816c4582ad5d90 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index f0eb7fedc8fd5fdaa8d1505f4296bc1eb4f2dbd0..786c92f4351566974bf947b46c9aaa2ebe3fdade 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,19 +1062,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index fe030b50ba9f3269fc8d4a7d653e5f41a19bf39f..c721d96b7e933cb13259c1a5e207d592589a3fbe 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.21, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.33, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,14 +671,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 45.15, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.73, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 6.77, - "sourceRef": "axes.유동성" + "weight": 30, + "contribution": 18.22, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/156100/axes/채무상환능력", "status": "derived", - "detail": "위험점수 30.15, 가중치 30%" + "detail": "위험점수 60.73, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 38.21, + "grade": "dCR-BB-", + "score": 43.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 38.49, + "grade": "dCR-BB-", + "score": 43.68, "assumptions": { "scenarioStress": "moderate" } @@ -907,13 +907,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 2.2x (양호)" - ] - }, + "pdEstimate": 2.5, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", @@ -933,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 916ec6f372f78fae703deeeb12e5bc22eecf49a6..cdce3524c36e511e23183ffc48241356ce8d8d3e 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 348cb73c04c5aaaafc6b447cb5bb8e96d4ebc3d6..f528229f2eefa7ee5d83b44d085a0a3dafa0bf86 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index b0742ce6a0e890dc4d5f1adc24f8571f08140815..48af4bd065cddf53fd8991ffd6ef9f76db12ffb8 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index be6f33e4faefdea28dcc9a58901bccfc2e495606..ff936a00d68f73f62276160b2bd7b69423f069d0 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.09, + "grade": "dCR-BB+", + "score": 35.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.67, + "grade": "dCR-BB+", + "score": 36.42, "assumptions": { "scenarioStress": "moderate" } @@ -833,7 +833,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 21a95051eac4ce659246ee974cd0506570eb3cb3..33127d142b0283bb19ffcb048377f1697c5d7fca 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1167,8 +1167,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 012333cfe954208d7ee81d06f4072a8e5ce39fb1..d1698f97224e0f93ef91e56ef2adf4471c4a7ba4 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,6 +660,16 @@ "contribution": 2.19, "sourceRef": "axes.사업안정성" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 45.92, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 13.78, + "sourceRef": "axes.채무상환능력" + }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -669,16 +679,6 @@ "weight": 15, "contribution": 5.9, "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 32.84, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 9.85, - "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 커뮤니케이션서비스 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/160550/axes/채무상환능력", "status": "derived", - "detail": "위험점수 32.84, 가중치 30%" + "detail": "위험점수 45.92, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.78, + "score": 35.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.64, + "score": 36.53, "assumptions": { "scenarioStress": "moderate" } @@ -838,8 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -910,8 +910,7 @@ "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ - "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 46점으로 등급 하방 압력", "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index 9f66af852c630e3a3118ac5d5c0023e456cfde4f..f3ee9a6f116765834e5ac96de7427c148ff8b4a0 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,19 +712,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -769,7 +769,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 304e4ce5c6be6d350e11c4111b9f83fa36efb970..49c72e7e2213dde46612d461ffdbf857d9a3fa25 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index 0f0f2786f1e94803f324d331ad7febf6feed1df0..cf24fb04c890cbd166fd0994f9aafed1f213fe5f 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 43.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 40.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 43.18, + "grade": "dCR-BB+", + "score": 40.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 43.99, + "grade": "dCR-BB+", + "score": 41.74, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,15 +1085,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.385, + "score": -0.39, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7e7845601d54", + "target": "161000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.816 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 783b6766fc87d8b93986a8ce149c25c4de4152ea..20acd6156f36c0c9c6e953d9955458ada16d5f8c 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1650,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index ef1fcc44360c419953d16c13bc4a9d127d841798..a6ca379b57c7fd6e5ffe222fc53a26b41a8b7a0b 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1091,19 +1091,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 0ab9d0edcb9ae7bfc38d4ee01ea67b492ccf7eac..cdcf54570a956441e089b7e464414d7d3033cf7a 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,7 +1115,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1374,88 +1374,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a8b39c8cf978", - "target": "161580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index 54b41a08d8f32d88ebc8dcae208ed50fbfbae252..cff14f0c63d5b23b29b5ef82dce9e2f9b8f83779 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index 3241e7703cd2fa39d99184f1363119138c6f7a70..eb4f2dc2c4ae158dac025ffb2c12ff41d23c26cd 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 93acba43790f67b1047be7f121aeee8684aa7bba..07699fb3a84cbba68de79a66c36cb78344f5d985 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 788ea0a6f987c74bdf5c0d29f21c39de54522902..4d9f70acaee9e5c579104bed7f621797c3574ea5 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a7dc886f493c", - "target": "163560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.742 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index c573c721bafbeaa75a880c2ce97a1ebbb19f0ed8..070271d7470a47cf858b9171dfae7abeeced6ed1 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 076300ac80ddc8d34d23154a47c3c621c556ecd1..187ab2162ca0660830100df2c4573d655483af83 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 8d586891b254b3b74a40e68f3a6221f7c3ac7ea7..3ec405e3eaac8a554e5409f75da7750a4fc07e4f 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -544,18 +544,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -739,15 +739,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.58, + "grade": "dCR-BB-", + "score": 46.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 51.08, + "grade": "dCR-BB-", + "score": 47.52, "assumptions": { "scenarioStress": "moderate" } @@ -830,12 +830,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1022,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1134,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1144,7 +1143,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1157,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1176,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6c460d703420", + "target": "166480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.567 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index 9c43df4ba69ceda2276205a8ecc9bd08952295b3..a02ec36f83f671d631702cd878542230520f5439 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.90, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.84, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.9, + "grade": "dCR-BB", + "score": 38.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.2, + "grade": "dCR-BB", + "score": 39.15, "assumptions": { "scenarioStress": "moderate" } @@ -834,12 +834,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1027,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1180,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,19 +1197,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1245,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 60a25ac07aea3950dd2ffb9c52d6f469e08a47e3..5eafc527b26fe52572a91bf2890f7941d5bd17c0 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 22.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 20.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index f3cbbd44c1dfeda6e1676214cfc6e0f2b593da16..1a8f72e4f832636d40c1a4b3236ce7ea2e0def51 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index d891e08e1a412f225e843fdb012a8b5b2cf5b9ae..9b7b8248af395ec6063fd5190c3e47105a69cadb 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index a1c23f38d8e7d2d4d1d6296d3f8defcf45ea7690..6d8da9cc5cc1930aa518a3554d5cabe1c12c81c7 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index f6ccec59b6eedc0ab24f83011de0d831923b8f53..e20d77fab2ace15f910c49c07aff8fbac58bca72 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,16 +658,6 @@ "contribution": 2.32, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 54.93, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 16.48, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -677,6 +667,16 @@ "weight": 15, "contribution": 7.44, "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 48.82, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 14.65, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/170900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 54.93, 가중치 30%" + "detail": "위험점수 48.82, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.52, + "score": 38.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.9, + "score": 38.91, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -908,7 +908,7 @@ "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 55점으로 등급 하방 압력", + "현금흐름 축이 50점으로 등급 하방 압력", "D/EBITDA 482.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 3112bb0c7229957b378d97afe806a23cc7cacc0c..6bd6f468b4424e008fbd449d640ec8b917fe056e 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.68, + "grade": "dCR-A", + "score": 14.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.66, + "grade": "dCR-A", + "score": 15.82, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index deef9c44e4858efc54b590d7e89bbefb4aca4d6f..98996a714af6d295c423f1cdb9f30f5e4f88a73d 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index d6689dbce50a8b3e4cfe5c9458cf0e984f9f4ee8..c9f6ee8745911dcab6c6996190937bd27edf99e7 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index d6675e5831bdd757fb477483fe5175ba273378f2..695219a765e58268811f06b43276a4e9799e7b53 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index cca0bc3ce590783adf27c716f247f01ecc47c3d7..497f5e3ee1bf7fca6f3a8c8d539643cf95cdef90 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 8d47fbea310d678e8458b546ccd5702e89bb127f..84fce3482398838bfdbcae967df1839d3dd02282 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.08, + "score": 0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,19 +1247,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index eb0d8f4ebc36cf997091d1a86e27195bc36582c3..aaea1be151eff367e8b1872891285ba63f4a2b42 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index 7632aa30202ce0e0aac004b288f7305cc5216d53..49c58b9d1f01ca14089e411f59e25b783cb67461 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index bfbe6992f07f9d95dd593f4fcfc5fa720cf7f55f..13c93dfc005b0e99bac0f95070823655beca3dad 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.90, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.24, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,14 +735,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.9, + "score": 24.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.6, + "grade": "dCR-BBB", + "score": 25.06, "assumptions": { "scenarioStress": "moderate" } @@ -758,11 +758,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -849,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -976,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -995,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1008,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1026,10 +1021,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1048,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1135,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index 55c1d99f600840b2a5f5766c0ede23d3629c60c3..220e4fbad5b65f896d0344d682277c34c5136757 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index cf61add3de95f2112d50861c550d76c61fed0b53..bc19efee8a9587cf45e35780abb67a1d4dd77331 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 7ec7a50b0ef01c03f3b891121c3017b068a40551..06f3043d01f1de01d23cbe7960c4ba232c6057b0 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 8741ccb491fa5649880eda433a0b81c4e5d12ea4..0d4678c597b2e84c7097046916e9fbb4ce21c613 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index bb55e5f83cf00e3e1700893b1d70b082f9e828c2..5df702086e491a2723071979a9b91a09152372f8 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.15, + "score": 40.19, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 86af5f160d8967a38c7e6fee667235304b7eb0a7..633731baf9a98c1966b39abcdd3abd502dc3b26e 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.39, + "score": -0.395, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index f11b5d58e56e535be48297fd99f878df62622bdd..797e6845d2900e525dc58d85a4857e5b72754564 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 6f610007bc3c290eadc1d8e0d5e5e97b50cb49c4..d3a3b71284c776ab0b1b50c08b2a46a0dff6acf6 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.45, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.45, + "score": 48.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.92, + "score": 48.67, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1081,15 +1081,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.55, + "score": -0.555, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bf0a6326cd7", + "target": "178320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index 217e1493f3ee32034768935a34d0a37e8c1a8016..d962272e86b6961d79c03c0bda2d00fc17d44aac 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 4cd61f0bd142476237669d00060adec48bcfd405..309aaf8e29303642a018ffa2bacb052300fb67fd 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 15739f713d247fef46d6c0ab517da80aeeb3194b..95b8b49d5d74809d106d95d5cf00465ff3ed241e 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index 1c7406234a08a5261922847994fb0ec256775f24..d8c016bfda8c8e4f95eb9d66c08952636b8641ae 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index e09ced12aaf13196b4ffe5fbff9630eb776213fd..860c2013e4ced4349fe981d1008abc049febe795 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,19 +1151,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index c09f9963cf92441ca5248dcfe8698931f2d3fb34..c9002e830fbd8c030b0f0567da09ffbdd37c6578 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 610a87c4be6527477c25e1678c88046029712f3e..d0c587580603915bbdda5b7e245d760ff063b0b2 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index e7bf6a72fcf2a8601ddeae0917db64bd10a2cc26..fce613bb88c7ad1d79b42c71ee4b01b5fa2df81f 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 6d625429ce48ec4c3ac944a00027b8fa56d3bef6..d3f02cae414932bd876ca798029bffa6f39071d4 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 2f8ca677957b5b91c5ad90dec1a7a7b433bf4001..ea1d301cfa651449b8896e5ca785f37ee105f5c7 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index b9c52b3ce6911e00b4dda81c5a85cbb9152128cc..e7d2c43227a8724a0eb175ef16ca7ec45582cd97 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index e1bb8a86746e7639b2313bdfae790b361338d3ce..6fb9db7db29017002f028bd31d4170cd8c2f4a5c 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.63%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1520,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 981e7fd3058d7c3efcd2b33a075ca780cc157b88..79a33a070b795e258d49e13fe7fa7f03ff633270 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 55db5078e4d4686b9ea0710e677be95c7de58fe1..fcbc7991af1ca1ea9563966c47424c05b4a9cc31 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 69a3a552d3a7fcd5c36bbfcf1476187f21cb79f3..402c8958e2dd1685584f0a8fcca26fb3b54b152c 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 26bb46050804f1b5278f733f416d89b79c35999a..460c6ade1f3f44cdfe9b829874900bcefb19e431 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index 181005fb371320e6fbd7066595161e64dac62e47..ae738f88e0b8cf171e53773e67acfa9e61b4e6ba 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 4af531aa06dcd4efb89f4a7b1ebe9eabf839987c..6f1a1487df8969f90e49148f7d5fce76255a7be9 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 99aa4f6ed28106545bbf7c9c5888dbf85731c262..82ed511ee369e5a4b011b81117f2bf072d59cfdb 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index fd5dca7507a10e61f7829c2707fcf5f7de7b8b15..5e96e9c6a2e300dde0032a8cf3d44f94ee92b645 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,7 +913,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.105, + "score": -0.11, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index c355cb7f1e774008ff5435c5f1b4781e8c47aa42..d174c0a8982093f33e31aad173bce6d4ab734f62 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,14 +1085,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.06, + "score": -0.065, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 577214d9a3794c5d9b9bde429bfb464a4eba7e36..f70516d68a0a02fc60adac725c0d5f52e1331a19 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 8ee7f9389b9858e46742e096613e894f80ff8152..0bb820be3e853b0783dcd8b5eb4de0f3561cdb9c 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.305, + "score": -0.31, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 42a45afd665360b62155c63b3a02adcbd2ad45f7..703b6bb2de5749d0ac908e85e109a322ff1d6e37 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index eb033fc182ae8c5b771633beb3798e01aed08c0a..26d119878d5444cd4c34c6d351512b5ddab0daf7 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:22678116d406", - "target": "187420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index b29be9ac3d1992bdc95b1c8300fe34da2b929cda..11440d69d2a3fc4d9fd5b132f34b80051f39d8cf 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.25, + "score": 39.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.28, + "score": 40.54, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 10355da7176cd4927f0a04fac1d76852285e5295..8d83a30b63d3382902ca568ce4c0f8a923872d03 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 82700f80442cc6376936ed6ff6ffba5c64970fdd..8166c7f60c05b30ddd0e60cf85ef4b00ea75e580 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 45478c1ca454184032e3037c672ce895933e0cae..d7519b2ef97688219e4b4af78c689ac5d9551bee 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 42e5c5cfe46cc4584c3264cf95fce509ecb4b07c..1cc17f9ecc1360978001954a720b526607dac9b3 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -589,10 +589,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,19 +716,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index fc99839881eeee01c36a2a6b3c02344f26478b64..53b9dcdf98675dee236ac55bd8a7f87fe7e8a7ea 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,14 +1085,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.9, + "score": 0.905, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 9f3bd48b96f7a5ecfa5483bfe8f8b7f339f08e4f..9927655992f39aae187982c339c788164046a48f 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 7c9d87b89b55b0062869596ad428218836f176c4..8459d780ef4ea9c863ee618baa9c9a6bad1c2346 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index fd472bb86689a6abc53646044beeb0af310bfc3f..713340224f5137e955a92532f585abf719c56f8b 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index eb783807b8077a4e0b807672400bb4bd438cd22e..087238092bb2e6334223c02623ffd5a10d4007b8 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 076cd8272e81086cea2a459e665023bb36497d4b..fd113cca9ca0a1818b227e8c9b57742f31d94a68 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index a5e54c2bf82f287cb7efb2e820bf745e158c1016..e5ac20b8c80d336766296468a57fa6ec83dad479 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index e53e7978819f27464041fb1d4eeec62fdcb591e9..54ef9bc6ff67c7436148a9ead58d3af75a8fcc52 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 29b891f974c645312d4810be2facbf3fc5f9d009..c2b75c7ee8a64005c9c7c8e324f0de6db84e374a 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 2ad32d36af2fa1eafe50c31a61ad9bae9eb769ec..79394ff31ab7d50caac21dc3c7213632c971cffa 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index b0873c3270b7aa851622bbd5e9f52fae0dd3f619..b1a091de1c4f05bcb3634ec935e7c3aa15733bc2 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index 052497db39c45bf909b8ee6c208f3d900cadba41..907b5f05ed83bf886469762807de93606a177372 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 40.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/192250/axes/현금흐름", "status": "derived", - "detail": "위험점수 34.42, 가중치 15%" + "detail": "위험점수 27.38, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 40.42, + "score": 39.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 41.14, + "score": 40.57, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 42defd84e643e64ea913300dc7a84ab7307f1692..f8c31047aaf2cfc961ac64f2db2bdf1f7ff9f523 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index b40e0731ded676bd078d78db87718d5ae9329cca..bad9a00de74c98f5a0e58d46813662ab05cfca58 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 70d0a3f3ea76e2a2595ccf912aff44f1c70ba7cd..eea4537670ba56ce1a69ea861795ce47dd893680 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.89, + "score": -0.895, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 51146b34775bf30a0c002722f12a21f8ff352ce1..0e6887890b1508c93ea26adfb95972b24cc95ccb 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 6a5c974cae6709b5973e80e4f53775bb0515a079..d92e9757c733d3a93817fe1af2850c63ff6bc4a2 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 269eef924f4183da7c19cc5a0ab25e016bb98ffb..0a9aa6a794eefc010917d7d96af960b7f62d431a 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 273dc6281de64e48dee21f818a8e73f9fdb3fb87..6a253bc3ba8727ddfe7bec7d030d260f0e5cc03f 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.61, + "grade": "dCR-BBB+", + "score": 20.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.91, + "grade": "dCR-BBB+", + "score": 21.91, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index ff0027a9ad395add26c4ea7e42861b4a28267dd7..7fe23120c4cc8155850aa42f9284f24925b98454 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 86bf8909d63376c5d0f553b7212ffb0d8432342f..7c53613e3d952ea27db1f905cb9d6825bcddf273 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 35ae706d716407490eaedb71481b722055558677..f7672b85b74b8b84b48730d5468b364f231696f6 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.215, + "score": -0.22, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 77b4c420aad358bcf53b9c809e8622ddfe421a97..026fb542de2833d42b0c5bb008f64f2b25b02816 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.14, + "score": -0.145, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 69be7b9badbf742f5218252c54d723c536b71667..fe5c05dd7c5ddef579ccf4ebd3e99e6ad57162f7 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 88abec59d2944e3ce6e556c2d09df42d722bfc5d..303b77a223866b59ecf2b2d6d9ce37e4b8d4ffb5 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,19 +439,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index a47d025a2f3644742d081d58c09c00bb8a533753..f0d9d396fc310b38e035cc2e2196432a5c536e9e 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,88 +1442,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7ca0d32717e4", - "target": "194700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index fc431c949f8f346019b90e33eff48957d1ab39f7..e44d592f83760b156cbe21e598830bcc05711857 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,19 +1199,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 5f12c92982c0d7971cdd52f95750d416fa26391b..20e2a147768769b511f253ea0e7ec800fc88fbe4 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index 2b013d1199cc2f17a437bec8bc8ac4feee45f1a0..e5140c01ba69d3fcfa25ee754c5e54c6bba6b85e 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,10 +1033,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index be6c3dc5ebce88f437dc98f5c42f4824df4829a7..bae5c25f745fb7a79fe55bbce6acf090463e9ee2 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 75bf81d7d0e8fc326bea663725a26fa5ec3af58a..5a10b86085a71b5736280e48a24cb7ac30aeb962 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index a3ea0721b26dfd4a5f595b68c1501d248e7ff397..16438628186b94faed4506fea5d7bb831256f73c 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index 50529aa2e71ed3d2341962ed347f10e94539302f..fd18ca21eb5a745a63adb5e1edec88f680c9f299 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:66366d86617c", - "target": "196450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index 7aba14213dec25c3cb8e673f358b2f28905eb583..6a6abd7410f7b7198dfbb164cd2fbaf826d2910b 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index f9cbccbbb85eba0ec74048d7680424698a27d7aa..9c0897f2e0e5bd6701f2801280c4d3960382da34 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bb4af762bf31", + "target": "196700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index c19e91c9286ec590f258572c2bb293c88f002f8e..22eefe846fa07d48a5f17c58461021bb9c9a2e83 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 1b4701d2d2e83bf53100b8037cb51194dd819b3f..d596e0252d2456e6b0a5d37f1886f905573c7021 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,8 +1463,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 055bfb2b28fdb0dd54312971a2eb84db06ddbc83..f53417e328a58af7e2b00781b0fed47939d4d145 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index f3aa6199431275eb5698003e24a585c19ec2f02e..02d7a53f13fa251680ce479d3fc7513542a357d4 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index a597318eb47b65080fd68b60d7471a17a7f5f3c2..2743b279eaf07d6aa2c3a192d428cce185d0f60f 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.53, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.50, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,15 +683,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.53, + "grade": "dCR-BB-", + "score": 44.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.43, + "grade": "dCR-BB-", + "score": 45.34, "assumptions": { "scenarioStress": "moderate" } @@ -744,10 +744,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -762,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -889,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -922,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -935,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -955,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -975,10 +976,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -988,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1013,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1069,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 80c97674f7f8dd50a7156abd67c9898d4d9df44f..49bcced4ee6f11822b76ffa7c84baf678e85cc26 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 40921b30c5a2deb112fb5074b758d8304f3764d8..1fc81facb91042afffc9380788aaef9351e1d9df 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index 6b86111cfa37980bc5a863dab213879743f4062e..e53cb0229372d1a17d104fab10ecbd1e7ed91c4c 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index b1873315409321fd63a24c2ef7b8a364cee1b6ee..915c26f658b9a5ee4583b732133ee45a04cded01 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -878,19 +878,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -957,17 +957,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1036,7 +1036,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1045,7 +1045,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 615fd3fd1662c8d4a32bff5e200602d099eda29d..03475f0813625d01ed328578b3218d2dc3f35b89 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 3dc866565245e6337e0cb7cd5c0c4bacb5e2e1aa..8ff2ceeabe7ebe93afe7d86b663227f784453dee 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 8dbca9c4d4dee2d3ea78bcba17e800792b041818..06bd8116a2778b85e94b49248a3e0a537c0257b2 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 260.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index ec0dae5698605b63aefef24a0c8fbeaf001ae5ed..8d5fc3e4ce0c5a99b2fe4c033809a0169e7233bb 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 79d7fe339dceebfa160c7156e7fe58a1ba12c8f4..29afa4f455185bb02bdffd1ccf8e06af8ebab905 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 4ab3bccdbd7476ce216fe211269e577d3932d42b..58bb93964d1f0919cdd243dd7bea3802a3e260fa 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 37119960fbc783cd0a2cc8296d4f085564618a86..d09000f3e21d3c3dde24236adf701ee2a1a12436 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.12, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -673,11 +673,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 57.22, + "value": 58.11, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 17.17, + "contribution": 17.43, "sourceRef": "axes.채무상환능력" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/200710/axes/채무상환능력", "status": "derived", - "detail": "위험점수 57.22, 가중치 30%" + "detail": "위험점수 58.11, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.12, + "score": 41.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.76, + "score": 41.8, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index b5351f3e93e9d743f34a583248d15884424290ce..cf9941ab2be47765ae96edfbe07084781f80ab2c 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index d3d43ff25e45bbd72574c029664e93c80c066311..ad4da9e724ed721001a873993ac77b6f285ba275 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index eb1410fce1bc68caafe1a69c561792498f3a35be..c0fea84d446e94cd2c286329e01c139f5f0e887b 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 78cea534fe655f7b3028273dce2171c7f68ad3b1..390da3bafc6f9dd7b9907efbeea92ba96c2a11c8 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 307.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 327.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-08-14", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-08-14", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index 01cf539cc4a33fb6d9ddfdf6ef10cc64941581da..70c01051518edcc26dab89cc2829797d3e832df9 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index b07c98accd5dc825ea13b38149be8e9baed063c1..2fe6a575217ed081edd4666ec2bcecec9cf7ce76 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 99430256114d9c2ddb1000cc0a48cfe72e8fa2d6..95c5653db71f8682e51b2ef4a2a2cf2a7e09654b 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index 67d9161187ca1bec476685b4ee7da3c789fef245..f02130d48ac5e78e088a0d0096b4ffa85bc4b192 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index debbff7d462e85f6e233ab424714999b8c6e2d7b..f03a1383358ccaf2a5a559c17e97b90fc8b8f350 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1097,19 +1097,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 6e53b1253e030f5f9c70a928b4f9bcd1a5e96681..61768f96d8d892cf26c28e0d9cb7f920c577f10e 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 17.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 24.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,88 +1418,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea7c8415b32f", - "target": "204270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 77adbae0dfec00cd84d2d063bed0a0cfa1c15e23..3998978b8375a66d12fe43c06ad6e72912c016e6 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,14 +1082,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.04, + "score": -0.045, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 8f8880bdb6ea745f5c392447f3541e66a34da9ce..4ef277dc4939d2c52e70b745f7b627342c47eaa7 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 9857da9fd20164c1a06f18dd2d333250c0a0578e..eecb1647879b6acb1143da6bfeb404109420550c 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index a015eff7715548b020f7c3a9c1c6d2911cd4e58c..5deed2d3071086da21c3cf7355476b66554559d3 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,19 +1190,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index 3923448f6f969ac3e5ace6c645f4b2cc93df9880..f18f689731ff8ff9322d521375dd3ee1c790b3ae 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,12 +1383,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:574c312b2f00", + "target": "204840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 6ac838a4af34c8435bcb65dd6c9299e254bb385f..776aacf4f9470703ea981cd6598f202e9de3ee56 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index 08760764ad6c270e261491caf9c4a5ee498a6d8e..88847aadb61221ac32c9f3ab2f86f1d854f7c6b0 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index b2b4ee0a11beef9c4562cc704212885fcb8ea36b..feb997f7d84cacedfd21dd8ecfcec453ca947bb4 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 31fc3fb0488d68fd707a57a5e7779661440ec3d6..94a3a7add96d630212d12344121185ad5fb8efda 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 40021cb249a100cbdd24eeed66b29ffaa9b29beb..c78e6816adcfdc2b4fbdc09efdec08c240eea398 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 9e79287dff1f3e837ed0e5336dce1ae48157e37a..dfb8a679e84623609a9b44468c6979a400f73714 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index b1aadd9a344a8bad27f05c8806cb538e65f3a293..dc44eb305a588d08d58497b15752c547e8a8467d 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index dcf4e2701a842094d1842665d03b822597f9e478..8f5532cc55d4432b1aff6a6710045c14213b0a35 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,14 +1080,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.01, + "score": -0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index ded0a9b35caefff9a4f9d13db31b144eb52fdc73..00687e9e0f07ca9bf45e1ea59dbf64f75baff171 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 82ec9c578307a10041a4bddd6ffe4f7e2da878be..cfa579aedb8587ad24ea7dc1a7b8fcd4f6062e79 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 770fb9c074f4323c073dc1e6034b267d0b3f8798..3b5389a1780dcae261976a458408ceeb088495f4 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,19 +1161,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 224a58c78cdc2c4d20187a197f4737000dd55204..c64000905a1781b7087dbef62ec2a86cdb075482 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index 3598fdf4765c542edb5c5618855088618e47571f..e46cd038a3a589f4ff34e3c33220ca1f93c0a49c 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:750ee2d57211", + "target": "208370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-05", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-05", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 4d18ee2c534bc25b1a87b6428fd83a48a33a5e0e..be721bc7371c08b52329ebd9f349449a874d76ca 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,10 +980,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 78ce4df871c5223da704b02b68d9a453cc7e9e08..5283f60ed303863ecb997a17e2ef7d1752b8251f 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index ac9f871970496a1adfe9eb77641700b2b281eac0..55885c4f39b66fa98dc1c2a355108487bbb0de75 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-01", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-01", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 80dd19d8add1aae50285fb7296b38a5a48b59755..9bee7def2f1941fa0933d3ef8f70dabe7a0509a0 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 050fe56789e349c087f435e2d104a4e16c010a07..2e1d07231b4568fbe097458d578516562f305913 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,8 +850,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -881,10 +881,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -894,7 +894,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index f363365d80eaf61eba0a3f8b74b188d5623c1276..474196af8d38f65ebd94ba16518bf1e400c78d00 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.055, + "score": 0.05, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index 2aff856118df641e04bf87a425bf77f02d353c56..a0fe3865da5061e10e3c6d9d65c4e7c70b5b76c9 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 6fddcb21675d456ed6c9f3f9c2aa99900e86037b..d3eafa04a2e481ea5402a71f6290596638f83458 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 5ebd36906274de13f966a80cd9c8225eb9aadd00..2bce947622dd51dd607e10d5478aa208d4db830d 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 416891b68e50f8be3f57afe471f10533f00c5ccf..50c600bf6e9744797525acb4e18c0c1d7c34c4f2 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,10 +407,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index 4bab3399f2c4569c394837dcba3b157c2e9d2c01..ea1755d83fa9cef56d12be2ad3a1b220c18d03c7 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 0fcaec6b3fe6225b08ecae68d6fe18e1d9a6846f..f2ac38f1a72f3301fd9a0eff8c11283adf4b07b3 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 7aa33b468b1e8069104443849c3cdf92d9c13e7f..2b6b35e6386d5fe82978419cc27b9e1eefc62206 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 220a919c09b13d50d7a002fdd9c906fa19c7585f..e5e0290cdff2677b608f9d5676dc6b205763c2b3 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.305, + "score": 0.3, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index 46ef171bf00504681a60015b6473852504505b06..a6bc4cf6f5cc2a74eb2d42394cc9ed57cf39c102 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index bea139eda9aa6ab5890d4e27c5291f6161f82ad8..15576434d3acc26c8a0a24a0a97f2e7d9628f4ca 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index e99b32b6d77ec3c0f4312d00e8e075dcccaabf4f..c96c8312068ebb23c5912a4fe79779bde121db00 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,88 +1350,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:14b4d75f5b2f", - "target": "214260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.382 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 1d74e0c44709a53dcbd372c2442551f9977c4f14..2dc917dccd7f62c90371ffadd27ea1debeaee668 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 34.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,14 +670,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 34.38, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 39.28, "unit": "riskScore", "direction": "negative", - "weight": 10, - "contribution": 3.44, - "sourceRef": "axes.사업안정성" + "weight": 30, + "contribution": 11.78, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/214270/axes/채무상환능력", "status": "derived", - "detail": "위험점수 18.60, 가중치 30%" + "detail": "위험점수 39.28, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 34.19, + "grade": "dCR-BB", + "score": 37.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 34.88, + "grade": "dCR-BB", + "score": 38.34, "assumptions": { "scenarioStress": "moderate" } @@ -906,17 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.25, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.2x (양호)" - ] - }, + "pdEstimate": 1.5, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index a1791362d01771f12c1cf1b59a8ea7e3d8fb5810..3f4394fe6a316c7fb2c1a273df8efa7fde787ebc 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,19 +1075,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index fe3ed341ed6db1ee6a72ecdfc65a1c62a9b486eb..015a105e472608739bf9e94906b485e80771a114 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index c646a1e2dd9cf834f065e75c98f4476fe052fa33..7db12ea60066b5d759888eb00357462a55ac8091 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,14 +1085,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 13aebac60972c52518760e0f3256d1a567334f28..937239ce48223c39c68df3e7e7e67806c400a82f 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index dce2e7401c20f68002ea4df818e7ce9fe4d5e756..32cce9d9fe441bc3bd9a36f7e736f21538b5e99f 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 7a3cc54d61f65d60f3d61fc273e3afad85087608..a9d7a3a1716027e80aeacb51fed0cac618c376ee 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index ad39819d6ec8d9c27561cdd98ccc398a2f7272d2..153ade7c7d3fdcfabd6bd416da05aeb40cd6da24 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 0cad8d118d02dbcc9d47db01a14c50c20075aacd..fdd17b2ac9717049c16031a4d22a703a33406ab4 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.245, + "score": 0.24, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 5b36a7a734ea812ffc2fb7d08cb159a6828dd286..0fa291fe85061c6e81d272299c2e8bb0a5555619 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 23aa101120eda60d3ad07e5748a27b8911fda3a3..40bce5209685e99ba3cbb7fb36e8f40ea04d84fd 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,14 +1080,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.045, + "score": -0.05, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index d6514ce8a9eb74f9ac3a00e73812cf4b0cecdb60..a1908b08222558c40c819ac025c4108fca6f752d 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,19 +1143,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 6ad36611e024b0fe19a5f021fd1d36ad01920547..1e582b646677f3d294c16d66bd0097730d409ead 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.16, + "score": -0.165, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 71ce78880ddeeb500f5a91b77502a64563d4142f..65fcb51a8bc3920b679bb5b17c7219d25628cb0f 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index e9bfbf3e1d00164c3b46bb918a038b08249c4ce4..18998edc4c95291185a4e403a92ca4621146d076 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.58, + "score": 23.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.59, + "score": 23.5, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 9.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c0d83a5de6d5", + "target": "215100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.331 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 34cf85ce6cf67076ac08cde83351c6308266fd3e..64c72c22a9d98a860abc2ebf951887f6296855ea 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.235, + "score": 0.23, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 30144712225c5c2a45ebf80feaafc5f3e9d547de..f283f612e1bcd06468695c24fbae1fd039b836a5 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 1fc66d63345f7b20e4e53a19ee5be093a4a17d3a..79383dddfbccfce60b0ed41f69cced9e991a175e 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 2e2766bed897496e402e2f47f5d3859d7130b83f..50b87ac4ce379edd494222ad0dc6f1b16512c43d 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,15 +1088,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.28, + "score": -0.285, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8b22af50b4b9", + "target": "215480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.83 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 7f50637691d2d6450d23870e7ca9f1355c811059..538db81d2c5f787630d99b1ac1013abc3b9f15f1 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,15 +999,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.04, + "score": 0.035, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index 3d88e120472efd953b0c7a7245a8fa5b13c43da3..e4f00188b5a4ef603e1927c158399dfe3a8f42c0 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index eabd973b333643c637596900c3c1e68d820313ce..97c8282a20be3b2dd1aca55cdd2d98cb34ef1838 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index 145db45bc3388314367212727298b4a1ca0a20ef..b6fc112d39805145edc8cab2ebfe2799ccd1cdbf 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,11 +624,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 22.61, + "value": 22.26, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 3.39, + "contribution": 3.34, "sourceRef": "axes.현금흐름" }, { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/216080/axes/현금흐름", "status": "derived", - "detail": "위험점수 22.61, 가중치 15%" + "detail": "위험점수 22.26, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.67, + "score": 40.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.06, + "score": 41.04, "assumptions": { "scenarioStress": "moderate" } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index cccee00b222c35ebf46bf227f20b1c266bf4344f..7cae4c1c08cf471053d88243ff4a664a6b3ee2b4 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index b163c9cfd5f6db40aed91ac3ec106943c690dbce..5a1286e792a2d28c8be1137f4ee5e9da807732d2 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fec8b2f90dba", - "target": "217190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 5ffec0f1afdd5e67a63ab483726b821891b065ac..04234e7153b37e9c75c2aad8cfb9271e6367ccd3 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index b24581fbe38ed7582f1f4563b1616c209f23260b..2c82b51d3e34621bf7102b2c93401132619e62ba 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,15 +963,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,13 +1115,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c25c6ec20412", - "target": "217330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 332cdbe75c5e2e5672b84ad6560b20bada1b3026..722133fbd4db4ddc5acf6650bbc8bff2103e25bd 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2025-10-02", + "asOf": "2026-10-04", + "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, - "status": "usable", + "status": "partial", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 65.0, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,13 +997,6 @@ "score": 0.14, "direction": "neutral", "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" } ], "claims": [ @@ -1014,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,40 +1027,19 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2025-10-02", + "asOf": "2026-10-04", + "dataAsOf": null, "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation", - "quant.price" + "quant.expectation" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2025-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 } ], "evidence": [ @@ -1086,14 +1058,6 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-10-02", - "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1109,6 +1073,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1148,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,9 +1262,9 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 1, - "usable": 2 + "usable": 1 }, "gaps": [ { @@ -1367,6 +1337,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", @@ -1382,8 +1359,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 5e9de53be553243d0e3e7f44c405c4308be891b8..e3f15c9820db5cec9877eec5442e133940f6b93f 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44411437e5a5", + "target": "217500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index ed0e00c015750c4420333ccd805123f6e7ef7fc9..cf69bcd8c638c0167709c041dadcb680d4a5bb2b 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 90f1ea08c2536005cd9b24a284fec326a26a1be6..6060668de5aa2959137283f58c6383369044f581 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,19 +1210,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index f5a39a5914556bda5fec332f738ff892d6f6d824..3d4a4a1a51da58d0283db38cc94e7c87d67c36fc 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index ba529afc7594522c4e0fa118c68d190237ae2af5..55b7acf62221d74fcb80ab88393ad9d2a303b115 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index c25141a17f8d60595c4b9be7ce58e8a7ce3182eb..4ebf78d6bf756fd4be1abfaae2be708b26336aeb 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 0006c3dbfaee79007e1e297541bf5ac3a4b20ab2..b62898e865d885290831c861dbd27329be119b79 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 49e7bd34f95f07071ebace4cef185bc82b5afd21..325315f926fbd405ac1a8a922d82a39e80a8b311 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 894758268242eb30b25602d51631f54ed3e2a8d1..67484dafa2a1a88481d13e431df6f5485fba2d73 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index a2e6e07a535705398ebbebd282fe064c3e793817..b77be6dca2ee4fd0558fd7feb80eff0445f32845 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index e016531b9e7c01c0a1f6c324d0c417e61db2fb98..22cb1b86e0e9f09c7a2b66d18ce9332df66aa6c1 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index fa1c3dcc32b017b3d1133e4facc9c456034decdd..bceee31639da096e053f0c91a9fac35962d31ca3 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.07, + "grade": "dCR-B+", + "score": 50.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.12, + "score": 51.64, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1075,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 941a16aee8a332503ef94f2dd0076c5d901130ee..9c005d3c0401ff279389f1d785159a5af3c0fb7f 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1111,7 +1111,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 235d37ddd5c3818e4586c21e9e5662d0223da782..591fbe44844e30a1b347dd643ad76626706b8d22 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 46fe01253ede2e28f7a4827cab0b1802ba0a9b67..fe12e5b460835ecf3730ff813523522185a0c86d 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index 3212b673f013f723d585632a5e8627a8308f349d..430560e38777a0d16fd1b9bc305af9e5c719c4e9 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.83, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 26.56, + "score": 23.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 27.48, + "grade": "dCR-BBB+", + "score": 24.92, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -945,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1144,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1231,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 4c52b98e073f721bff3c36c1947c888f264c5e32..eeea7461298b8aebf58127d7252838d469759fe2 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 2ead5b778b803c7b20586ea68c39f681d845ba0c..6a1937e43a78ff9b6472c08973764779b17620e9 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index 07734fd777027915877e0e6f2136500f8416bfdb..d985c51d380bb03af4d49f8ec48a353fae6cb7aa 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 471d5c270494ff5a246be44d23aa21d8e867b0be..89c7dd2e772c489efa4fb7baef0ca09bd1051711 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 21.61, + "value": 20.28, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 3.24, + "contribution": 3.04, "sourceRef": "axes.현금흐름" }, { @@ -674,11 +674,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 38.49, + "value": 40.19, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 11.55, + "contribution": 12.06, "sourceRef": "axes.채무상환능력" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,7 +766,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/222040/axes/채무상환능력", "status": "derived", - "detail": "위험점수 38.49, 가중치 30%" + "detail": "위험점수 40.19, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -787,7 +787,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/222040/axes/현금흐름", "status": "derived", - "detail": "위험점수 21.61, 가중치 15%" + "detail": "위험점수 20.28, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.14, + "score": 42.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.77, + "score": 42.96, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 568d2f7a434b03643f8ffc57311f1ef67f769a4a..e5f5fb7dc304c608466698abd502107bd9640dad 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 17ce3b2d7bf5bc75c31a31065e872650803618d8..4d8cc73b7f1d120a9577c389bf7a985a24edce01 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 34af1fa4c96298d14c819614c97bb92c51f5293c..f78b5c8ddd5ebe69a7c9d6b3128b09f6b2f91e38 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 3c499febaae6311dd792b3447ba0fa5d77cbe6cd..06f67aec60fb9c064783268808c683ba043e9b4d 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.27, + "grade": "dCR-BBB-", + "score": 30.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.92, + "grade": "dCR-BBB-", + "score": 30.67, "assumptions": { "scenarioStress": "moderate" } @@ -918,11 +918,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1065,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1097,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1224,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 7d3af4144fa04b56f9827009756b9670645e6d10..c4c5f0d99a2b90371f00e063661a825692f7cdfc 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/222800/axes/채무상환능력", "status": "derived", - "detail": "위험점수 41.50, 가중치 30%" + "detail": "위험점수 43.12, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.07, + "score": 46.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.65, + "score": 46.97, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 765d3522a7755834954fd6e8048cf04e7135373e..71c4a3d4f799c2d820b66ff5fe99f83746300d39 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,19 +1190,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index 096cec6e5c204d4055a4175e6807528e1102311a..b3cb07da873919e769f6dbc503d623d950a49ac3 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.655, + "score": -0.66, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 26a930b287cdc1d30d161762ffdc26a62a56fcd7..4bfe648fc8d6cffc1c764865b315e079f1c5c0b6 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1153,13 +1153,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index fb7bc381eaf69091b10d521cdb1b8f629c7c3d24..5ab479376f25e049de8344712b49562070fa2d13 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.90%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 96ceb21b8b42910941b574aef87c2675571ed294..6eb66c8c49f191e02d28c16152677ba98d1bc55f 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 36.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 43.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.24, + "score": -0.245, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index a41785ae7d7e3a38f80f95552bdb4df0d3051e5c..9ce015c311ef662abe9985184280c918f2a3d75a 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 78a3fde024303874d658edaf1304c73891e02996..8878b5071f0484fbae2447e7c36da3931409860a 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-02", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-02", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:36d4a37ff51d", + "target": "225190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 8d911b3609d277d14e179dd85ff473ff16f86e2b..ffdb69dd0731ef775e1d2d0ac7fc676a79bc9933 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index c09b199c384db1e6af29db8aabb03b3c7776e8d7..66c5a747df1cb59bf27de63b17ff2226e8f61add 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index acfecf0f815da57ad416e0cedc9545c12a45fa6b..5a8cb3863042480b7f47971793bddc47aad3f293 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:17f377f30f2a", + "target": "225530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index aaea43dbe6ca4fe0ca61132d9cecd11402438015..59b945f31defcc73fd52044718889d93239478e8 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.74, + "score": -0.745, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index c049fa0ef6b67acf8b613521ba493dee770fee45..330475e647ba3e1e7975c65f4f1a4cee4f298749 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 1a36062a6392ecae8ce7511742b63c6d0def9f17..90b5eb1c0b48b9dd5aa62e045e82cf863e73e464 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 1522d0ca180be9482f07257ebb9a01fd7ec95006..7d01abac2d84cb98646327940b5c3e3f0d067446 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 33a79c231c8efe7c458e6c182e8a31e410e56251..20e6fde6cf7b79a955f901e6de2f8cca456e696e 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.33, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.33, + "score": 32.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.91, + "score": 33.12, "assumptions": { "scenarioStress": "moderate" } @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1060,15 +1060,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.16, + "score": -0.165, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,12 +1577,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:782cb2af63b3", + "target": "226340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 022ac87efd6f38b35fbbcff5f637284b2e9e043e..aa7e78c9d33e99d0218fff5f66940ab46a31af2b 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,19 +1170,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index 630d7729fbb8fbddc6bc5fa664219edba76ec727..8cceda0e1a5ff3a15972c0f4e9ea42fa7c669acd 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,88 +1445,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9476487269ed", - "target": "226400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.971 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index 14b4aa45e02e109215f0bab729e68aa3078acdd4..68cf4f6a057874e66648653faf15c90bfb539b2a 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,19 +1207,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 1305dccbc4ba9e36a1006792baac07f27d8e816c..266f4097785d05e5e0bdcc73a9c111bf9a214348 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index dbaef46edb5cdc4ec651004df37180ff849058c2..a5b6d8e61b46be6527398d4e7b315f8321c78439 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 478b67bf78b8566e25089c22e52603e199a327e7..b75ea8f795f0414d4c9f1126491ad8db9cf8f650 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 5681767e1f06e218ae81909030d4bec4d302ad9f..6afe515ffcc02ff2e6e6d32aa26af699a88fa7bb 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index 22736972e9551cbc63570b0787433ca043039c35..3efcfca1d6f3d8e6dd67f6931b670d9e817ebaec 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.02, + "score": -0.025, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 85b0848ba3fa97cc0f1d6eb967186a00a165648d..6eb8e591c867d294e72d3a287acb0286d24b58b4 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,15 +1032,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,88 +1528,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:51db7807278d", - "target": "227950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 6d36de973876a68fe8c529751a758ba0efb223f3..4154e416f6ef2dc3b154b06cdd40b8d55f93bb73 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 2d93b5213c26528be6f0bc34e3a263f882bc26d5..0e05a6d2aa81291490e93ab5234b7edd2394af6d 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 4893e22dec3c44fe23af386d116b9a4d8d663337..3ddb089da43b0e3577d48cb1ce1bb50d37dbf123 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index b4ed91eaea245fd1c17261d0fea1fe2eab40a046..9ac9a324e70e0c37579e03d2749a9da5d917c8f9 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 83e68574efc35465726f3d30cfeda07fc489d10e..0931aba016215f841cdc9051183088007820a813 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 902c63e06dcd25d99a2a959992ecc0512c85ae3f..3200c288a8dce10046731a87c39c2baae9f0d6d6 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index d34a8d6e5629b2d13a469dc043ebb7843af464bd..36ab743f4e825dd36339ff74d207f3613d09b571 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index c25b94b0f609286977a2ba87158b3eb8ec9df816..be7ddfb3deffaadbe68ed12190556c5f2b9905d5 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index f306fc4ec558912520945f779bb019fbba86ad00..864a8e52346d52ae84bf783ae0f66c05d419005d 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 59befa91b478c1e7ff601cbfbec055b53ed768d3..030f564812b734ab0a713569361b48be33213f2b 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index c12de61c9b70c6bcf21eb851e64b86218f44ab6b..65ff8e6642f606d0ccb9dc9b4712776db8009668 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 7693fde7b2e3cb091ed4b78a2ab103f1c6dac56e..2f31f1f0e2261ffffbf5196d189266419addf6f9 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index e661308eb0a8bb507854a1dd228977fe1e892808..a51ef379f7c4288ae7b01b07ba1308e11558e3fa 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,14 +579,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -706,10 +706,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -738,8 +738,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -865,10 +865,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 116b836f499c8d7af5812565819dc009c02d1a91..9ba4dc148abe946b4d033f39507c583f0804b390 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 5cd74da603344f1bf7a1cd4e52c24cd9f5cee45f..9b0f7c69dbde37ae1da2dd8fd285df02bab8c446 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -595,7 +595,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 58893a4fddcb339dc26b9fbe02cd5e8d9bf56901..176bc4b4bef14723ca7cf84025da070404ef9e2f 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index d67d221bd25972c24b8418f5a154642ec291d58e..9d62243050e7d2b0536b8ef31d9a635f4079034f 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 1eef61884013e92a139e8e63fc3e5619902c87f7..87ee645274c53a8571852d61cc9ffb2fea34e862 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 23a1e299c03194ece5ca418ec031f4c41e5e55ab..451a2f407630e4b7951964f45d8b79468b119263 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 5454c0db74c8a8b6cd4bf6d9558af28cb83b49df..cb5117931f98070a684cbe99190bd413ad6eba3f 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.04, + "score": 23.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.47, + "grade": "dCR-BBB", + "score": 25.22, "assumptions": { "scenarioStress": "moderate" } @@ -807,11 +807,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -877,7 +872,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,19 +1013,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1092,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,13 +1165,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1186,7 +1180,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1199,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index f1143bbc24b171e0fafdc35cdf8261f49604fce7..cda8b8cd6eb197ce6f97db1a666c17c2dbc9873f 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index a1644dd747303f586c214aa9662ff20de42559d8..f5b79b1f557ba484bd5f876a885f68d2b3da5630 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -810,14 +810,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.11, + "score": 0.105, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 5a427fcb88661e2a316a0c2bcbf4ef137d514c77..0c323e268aade75d85f6ff7c09f9023296bd1eaf 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.24, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.24, + "score": 3.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.73, + "score": 3.51, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index 223fc9c7bf43d0dba7bc90982b6863a5f2eba7b1..0332f420e240d2d9697354bfdaa4cd5f0cfa8474 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 7a7283e265421b4d907c57d41e6616378033d813..dca48085c1146c7787e7c2c7c3832a349284a63c 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:377f6cd046c8", - "target": "237690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 644128fd6c05e96e70e551f3df51bd971aa04a00..7ec56774f5c6dd5c64e6cf448a676c28b3b356ba 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 169.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 171.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index ef618e24f2308390d8a79603f66fdd92cf98c1cf..3abe307a7cdecf0a8c191ae6bb18e8317f672dfa 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index a2b36c4a9cf16d8327403e2a77c628439da1e4ae..fb303d29d1c8a4f6c7b7c400a7edd5cfb2546caf 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index 54a3de87b9114b352aef63bc931bb71aace58879..ce2ea6cdf5c5f4512d5940d5da167b2735b46063 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d08f9f05f71f", + "target": "238090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.458 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index a3db868bdae2fe61fc8d4e2fed6a03c83659446d..df84271c143a79967b0027a68497aacd7ce5eb7e 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 2d9833ea320e35bff9a9296f5c61ac65a9598e68..bbf4c84a6608658ac824e13a9b6e6238e2119408 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index cbb2613b7b76d07c08746e94b981f5a886901d38..9d1dce2d284cad65c5874057ebbc965e78114cbc 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index c2b29ba560834e27f2083228d0adec651238baad..dd49eb136eab89e19cd99e977bd6790284a24fa5 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 508672c24fdf1dcaf14aaabc13db03f5cd2530fd..c88e62fddef4587f7cc35db0c8ced3ae2c013689 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index ad577bee413b5f98a21269c0c4a8880af59a8da0..3efaeccf92893367aab65f76f511e55a56fbe6d9 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 84dba0bb89aa5dfe74557efe46865424f8fdb8b9..698e445dbdd6fc6df86c880d590e0fc6a0915edd 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 79ddab01dab1a7ac06ebc30266ab5c8e6290ba7f..7a3bf4c6490e34117ec8ae46e3b34337070063fc 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index cbd736b2b7ac70201767e1358076fca7fe3c528d..e8e5818c8875e2d9625f62979b6c00c74f158bff 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index d6a5222296c8d89897b230623b1cdcca878a52c5..8de9db5213cb18aaf8d129ab38a451ff8f506447 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 24.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index f965848cd926a93c3b1306b875a07487b6d8fc6a..5952aaf4b862c23f86496f1fd4be4e3c44d5abad 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index 30eb874c20e21584b21bd47063ee5485c365ea53..1682893c4ba97f2f9c2534a07c2924e0148d452a 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -761,7 +761,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -827,7 +827,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index f417a3426d0a4c9a75ddc963a651947c81a8a1bb..2e138a2f3cf4c55fc5c04909ec798085191f26df 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index fe18db669c11d9f770798fefe958872581f231cc..f1eec6dbbae811b26dacb9b8590e86f8ae3f6ffc 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.09, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.33, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.09, + "score": 27.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.54, + "score": 27.71, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 2dd4637bf6802d173893da672cffeca7a56d0634..3bc8dfd5839d785e917c2d399b683b7828d89cfa 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,15 +1085,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.315, + "score": -0.32, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d1efd39b8b6d", + "target": "241690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 25411b370ef3c7e1a3ab5b4d70f75173841e22d6..cd5cdcb11b1e3db46f7af497ef13343e7b195948 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76c7b12f4671", + "target": "241710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index 691f84cc4eadc1327e9d69211bd01bd0f3a243be..874de0bea2cb6e742481cc209e240c66781f32d1 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index dd8236ee5c14611bd3fe2f631735d134c859e2ee..efa098468f89e28496b43116aa16a9a48ec696f2 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index cd5f1eb72f42897046b16fb860c0e034a077ab6e..d689f62b49ecfd5630b4b9e57f41bfb17ced7d7d 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 65e1b6239b31eadbdb165b1a874c976954688090..0decc95b7b5fd14b6d592339909cb3e9b8d68034 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 95f5a7f2256e75e64715bf8dd2e8a0d024ce4cb2..52489d6dd5b025ea871f1b7630c1bd5fe6dc833b 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 0b2b5905dabc3a51ac95ddadb4c2e15ffdd8d37a..b8f8bf0b45b1c019d69f36b22224fcf03a630d22 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index e1fc29ad976ade6121baae502218fd225a4db985..6e6e43bd8a782db67c11590615f535a9482068dd 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -641,14 +641,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 22.1, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 19.83, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 3.31, - "sourceRef": "axes.자본구조" + "contribution": 2.97, + "sourceRef": "axes.현금흐름" }, { "id": "axis.채무상환능력", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,12 +693,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,7 +776,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/243840/axes/현금흐름", "status": "derived", - "detail": "위험점수 25.65, 가중치 15%" + "detail": "위험점수 19.83, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.54, + "score": 39.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.93, + "score": 39.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,15 +1070,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.305, + "score": -0.31, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6636d33d3ddb", + "target": "243840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.825 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 4bdb4e5391e58692299b9df8524c66f61a87e016..f04ae5a4d1ba1529c2fd941a896f96f2d93a6d1d 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index f361e95d7aa469b3bcb550860864726378bf8b61..11b573ca1645d71de1959d0afb8b7e5a9ec67f18 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -877,15 +877,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.385, + "score": 0.38, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,12 +1319,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d88230f13d9", + "target": "244920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.327 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index e93d7fd1ba6a6dc2d793cd362a0fe67f931b36bd..d5f5e0bc478f7a4852ed9171de270937f8cde0a8 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index ad1011efef3d0ae3352bd337569fd4e90c2be2a9..37b26468c7aee3117c29b932f987acfe1510d945 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index c1f25f9ba2106a9b05e8646cb78890744b1d5520..e9516367d185108da484c8d8a106df593978bdf6 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 0eea03aebd0b42b52bc6e1f08f2fde9644eb8d6f..22503e200515f6a89c05795728a01a92c93ef721 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index f7182a0493e275b3d0a955922694c0ec9c6ca424..2e9fabfcb0d50116d60a6e6525cb2ea5fa55c8e2 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.49, + "score": 36.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.68, + "score": 36.63, "assumptions": { "scenarioStress": "moderate" } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 70bebd5c8120931408279d7e7d74e1e2268157eb..a546fbed5f28a44a99f97ca16c3bc392f8fe9a71 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1120,13 +1120,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index f192ad09afe5de1ec33372d772e7861773a755ec..90557f6620f080e0333e98f266eda7b048fa3213 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,14 +650,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 45.0, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 51.6, "unit": "riskScore", "direction": "negative", - "weight": 10, - "contribution": 4.5, - "sourceRef": "axes.사업안정성" + "weight": 30, + "contribution": 15.48, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/247540/axes/채무상환능력", "status": "derived", - "detail": "위험점수 30.54, 가중치 30%" + "detail": "위험점수 51.60, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -796,14 +796,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.18, + "score": 39.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.67, + "score": 39.86, "assumptions": { "scenarioStress": "moderate" } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index a304dbc76e8e94eefcf3fd8bdd5a449994bfd0d8..96f1a6935b28add1d867d177abe46c83b924f532 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index adafefabb0fc5391ee6d3dc5f4826b14170515da..c195d6ba50b93668c9311d11a6f67490b050af1d 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 31.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 31.94, + "score": 29.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 33.33, + "grade": "dCR-BBB", + "score": 31.08, "assumptions": { "scenarioStress": "moderate" } @@ -799,11 +799,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -869,7 +864,6 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index b1e8a38e24da0e93b0fed26dc54130138ebe64b4..de5d30e3ff55a47dcc1a39919a3ff4e6b85726ff 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index ace6e411725e6bdfdc27147ef22187f4fcba2d75..020a86e0eb7ee61294cd01786a8e5c331f2aef4a 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.755, + "score": 0.76, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index fb500cdf00e96a38e69f94f95c1f66d2e6ac04ee..b4d0a61063f60a63f55194978d721f71e1b0ff60 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index bacb7e0f2fd1fd761b6d9c2b0f74b03c7dff6fa7..8df006892bda771e6acd1461d85da5d4374403af 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,7 +1082,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1091,7 +1091,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 082d4f8ce23f1f27d1e1087712607b7a14ed1bea..df2e0fd0184c70a19ed484d14d6b487f8ece484b 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index bb749d6e3e176ebcf153065d23dd775296ba9a45..d8401805b8cb95a3d60dacc13ec511b5164fcacb 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -987,7 +987,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.24, + "score": 0.235, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index f6b6868b9dfe299490868086b677e89d33cc6b97..46e557c5fc1c1c0a40f1d215b7b5359f8167ea18 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 03bc997cf4f176a71bf0d3105f21ebdfd969c930..bab19fe1d855844c9b7999affdb3b4b9371bc057 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,88 +1372,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1ea683421ba0", - "target": "251270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.401 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index b4c6cf88b8242d2a879cba868e545f1098a4dcf7..238782ef6bf8d051598ac6700d4f823ab513579a 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 3a5ab481435f24e4db87ea5029c99d1264cb66c5..a89d8eab674a3c6ff10c52a05395db5d038c7c07 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,15 +1494,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index 5b86185491092940314c992dcb9290478237d4a7..1aaa2cb63e22c8599779d38e0f4bdc963a442e0a 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index 5947041d3b99c545be77340c42b0760eb287e162..1e17177263e817c39a6c00fc59c0f81b8d3ad21b 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index 81052109230fe1b60eaff1081d494bbcccded0c9..aca57c83070345215d2ffa54f0739b71761bdd3b 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index f0b2b45957054a14ef072f4e2aaf5c02fb961d0c..ef4d359eb8c4f6750c0765e2cc855e1e70f8e8a8 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 21c1bbe9f8639f4123be43fd5b5d0ab2c7fe7495..8c782d46fa6ecbcd2f7a7a0b76f6b1a7ae5f0595 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index abbfd2ed9a6f17a2288eb1f9f3484edf075f14f1..59a865f6c80633cb1d406e6474d86cd0fccf33a4 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 33249657f08c661f082f891a8f04a682f1aedcd2..e418a0b3c6680e393cb151dcf9654c43fccd785a 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index 6fce320da49fbf718a97d350065c3e35788fb1dd..a94a1c288c4a5dd64e7d788f16a88a69811ab491 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 63820de738cd51b3e0645d5e7cb185ecc5b1a585..8b5e2b14f022730183949b1a01defd5cfccaa004 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index 9856721b644d3c84b2dcaa85bf62cbf5dd111e31..9e0321a44169606b438269669d643ccfa838c949 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 1dccc5789ba4f3702ef10ac541b985e42876e7a1..5dddf17b12bbd93f6b36499727237c3b2e6e070b 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 8a5863407ce5c302258fe6e5641f7de43a763fef..f3893e1053f970bdca9669908dda278b60e9511f 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -643,11 +643,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 31.7, + "value": 31.52, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.75, + "contribution": 4.73, "sourceRef": "axes.현금흐름" } ], @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/256630/axes/자본구조", "status": "derived", - "detail": "위험점수 13.00, 가중치 15%" + "detail": "위험점수 13.11, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -756,7 +756,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/256630/axes/현금흐름", "status": "derived", - "detail": "위험점수 31.70, 가중치 15%" + "detail": "위험점수 31.52, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -787,14 +787,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.68, + "score": 26.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.3, + "score": 27.29, "assumptions": { "scenarioStress": "moderate" } @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index 1eb8f500c7ace12207054beb6df2e60e24f2fb5a..dde51f9573f0a6e4b6d46e1e0a571fb9e015e4a2 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.91, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -631,16 +631,6 @@ "contribution": 0.17, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 44.57, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 13.37, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -650,6 +640,16 @@ "weight": 10, "contribution": 4.44, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 43.98, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 13.19, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/256840/axes/채무상환능력", "status": "derived", - "detail": "위험점수 44.57, 가중치 30%" + "detail": "위험점수 43.98, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -757,7 +757,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/256840/axes/현금흐름", "status": "derived", - "detail": "위험점수 12.57, 가중치 15%" + "detail": "위험점수 10.90, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.14, + "score": 23.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.25, + "score": 23.97, "assumptions": { "scenarioStress": "moderate" } @@ -809,8 +809,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -875,7 +875,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 45점으로 등급 하방 압력", + "사업안정성 축이 44점으로 등급 하방 압력", "D/EBITDA 15.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 2d0ae91f32ae01e1735507d51d2947903b5c695a..1f1a93643281599faa83f22b8643069eac5193fc 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.87, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.50, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.87, + "score": 49.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.06, + "score": 50.45, "assumptions": { "scenarioStress": "moderate" } @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 29.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index 99cbd50acaf486938a4112b434cf59dbdb39b414..d1b5d844101f4aa2586586fbbce7dd7afd7f198c 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index ac42def9c0b1189b53a947aed68319228ed38cec..bb73d2f285e304778716ca8b44fa3069b9b4448c 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,7 +1399,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1421,7 +1421,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1439,8 +1439,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 17db4bb99b1cf76a75658d9ad5e16c992458704f..9d0c1a264e49e13b3a9633fd50fb47c66d36c109 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 083f22f72d715dd10a5003960f362ea3e681c9e1..b9bed7ef30c69d337ddb560df03462ce3aeffed3 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1070,14 +1070,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.365, + "score": -0.37, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index e7c6ccf7adbceec35549c6bb2de0d2ca66878683..28c523a3432b1eec913c7d4374005de30685edf5 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 7450acf1623ea7030860d84b669856b7137f6be0..177d6e3827cfb7383009429c2f2d3b803047c53f 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index f3dfc5d7575311c1a5d1b63cbce404891a0a2287..d530386318ce9ec3b06ee6a548b24b896e10fc93 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -608,18 +608,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -803,15 +803,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.0, + "grade": "dCR-A-", + "score": 18.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.16, + "grade": "dCR-BBB+", + "score": 19.33, "assumptions": { "scenarioStress": "moderate" } @@ -830,7 +830,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -899,7 +899,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,13 +1196,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c3b89b93e314", - "target": "259630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.561 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index f783384a10879a001863c083cfecda37dbb361b2..e5afb5b74c4e6bcaf9b65987da077d906d24bbdd 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 14d44c550e9e64b6d9f6e28498e3364e124b3776..b6f80674ed3eb42f62fd82853bf18f90bee11eea 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 8ad4e90ed3150f0a8618a1fb6d8bea2abec09bc9..122bca03fbf019d53867e741431d684b24a41e3e 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 1533dcf05cc864e773a549589f14f100e9377ead..3e9d5539801cb73afbbaa04e7b3b30dedd23d776 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index bfdb049279173f72827a512be560baba35f99755..8a0e6268e47dd99d2802955b2dbd711d9bd27dd9 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index 32ada2fc2ca278f8a03d3af1a131c162c5d5e986..764ff6dc7404c8d8f66607f1b2e1deca6b4cd861 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 672feb31cd9eb4ba8b56c22c8771e8ccfae43549..e8e81e59451426692913943d4252ce7382ba5ce5 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 7ed39294c0ba5873303fe2ed00e5c4760f8104e8..88c7d906025c99a06dd4aca5dafac379885685fc 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 26.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 26.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,7 +1413,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1435,7 +1435,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1453,8 +1453,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 456ca9479d395c2cf6ce27e10c4728aecb1c12ac..30c1e1c7a7c35537a080af255e4a06b9896166ff 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,19 +1004,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,13 +1156,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1171,7 +1171,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 7e94e267edce288adfcaaf26b67815ebb8c167b3..4ee32f0fec81ba96f5dfab40b3bb3f07190bea28 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,13 +1181,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 017b9e519e39539491bac94836215bf3bbb6e74b..506588a4e0ad555f9a4f36a3796396daff8174a2 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index be4508292e19c85f5c45b714184cd517823631a9..edf8f59805174204633eb3073edc4b4c196e0b2d 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 42.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 40.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 42.79, + "grade": "dCR-BB+", + "score": 40.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 43.4, + "grade": "dCR-BB+", + "score": 41.15, "assumptions": { "scenarioStress": "moderate" } @@ -897,7 +897,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c35e61c55ce9", - "target": "263600", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.308 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index a7f775dc2d3ebdd235d0730417aa736101b2242f..5689466e11d3de0d4821a0277b6cf76283c9c06b 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 03730d368285ad574d4ba4791a81abebb40fe45d..ad13eb789cc859a1fe77551ee110424ef5bd628d 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index d898b75a3574860cbe917dee4efe116cd2343ec2..0ec9f154e04ae29ab3cd02a8aaad39db409db378 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 33c43bcf8cfe9b2ac2174820401d9748e5fcb0cd..813d6578fb95b455788be130e0858f15d9c1e10c 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index b2edcc8c1c7126a2c86b84b3cb81453a4e643620..2a2a9f2e54a32a226cdd8ad02f8431c4275aa560 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index aff6c0ee2cfa34176e6872cb9cc65a8f225924e1..a617235e49bdc03fcc186af4451cd8afff3cbbc1 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index 8dcf7d5141e6515773882c1082969f6875aa424e..d052961d87fe4082596c857f20751de6a298d80a 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index d1b605438d55555fc8007c72b23b04c01644c1a8..5f4aed0861962f2fcbd1b13d4ea56b9d01885c61 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 57887ed1b4047f988cfaaa70e626eec9f9f15b9e..14752b2d3b77be6b4da0e81581acbebbbc4a9066 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.12, + "score": -0.125, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index b77d0b01f5d958c99fde2fb0bdb809bd22410ada..3f674d445e29c68ca2802f0189b5661d9e37356e 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index 247a1c9e14ad6ccfa77ea5df12485f821402b942..087554db6e0d6be9005f79668b5730c42bfa2c30 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 8edadabef39e6ebe9ebc25633554b1a6585f64c3..e31e263b2ac476dbc8fc93b3d05effece5eae158 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,8 +1469,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 3011cc05b9287c7810560ec53baf1acc88b76808..e8e49fd2a2270b97e03b5a63fe497a684baf9f9a 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 122055d2e20d40588db0a7dd2bbef53831e71660..de09bc544de125d2398c00e790cbc67d1370b27d 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7f4634010942", + "target": "265520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.793 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index dc068b5d354e7bfb2df989f38dc06d9985555f29..57c9031d73b0250856c705ad9a012e002733a32c 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,7 +1593,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1615,7 +1615,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1633,8 +1633,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 05278364adeaffa251577963d5796bdde2448c1b..3039dbc5ac268ea5d1cf49d0c7b635c06b293c40 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 773f8d708ec48559ea52c07f1b0b54115214c1f3..59c32d22bc18949edf0f442ccef568c668ed42ec 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 2d8ca80587b29330f32b858157f313bc6ded1d2a..f71af48457d33a1d8c84676f7405dfe400558798 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json new file mode 100644 index 0000000000000000000000000000000000000000..a85f0bad168ec04f7d086003079266825e0f9997 --- /dev/null +++ b/landing/lenses/266690.json @@ -0,0 +1,1600 @@ +{ + "schemaVersion": 1, + "target": "266690", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "266690", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" + }, + "period": "2026", + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "재무 기반 우수", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + }, + "confidence": { + "level": "medium", + "score": 75.0, + "method": "requiredDomainCoverage" + }, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 8.41, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": 11.44, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "operatingIncomeCagr", + "label": "영업이익 CAGR", + "value": 43.4, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -11.45, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2025" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 98.94, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": 21.92, + "unit": "배", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.coverageTrend", + "period": "2025" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/266690/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": -11.45, + "unit": "%" + }, + { + "id": "analysis.operatingIncomeCagr", + "label": "영업이익 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "multiYear", + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" + }, + "period": "2026", + "status": "derived", + "sourceRef": "dartlab://analysis/266690/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": 43.4, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/266690/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 8.41, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "multiYear", + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-04" + }, + "period": "2026", + "status": "derived", + "sourceRef": "dartlab://analysis/266690/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": 11.44, + "unit": "%" + } + ], + "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/266690/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.earnings.growthTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/266690/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.cash.cashQuality", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/266690/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.leverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/266690/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.coverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/266690/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 8.41, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": 11.44, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": 21.92, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 3, + "domainCoverage": { + "earnings": { + "status": "observed", + "observed": 2, + "expected": 2 + }, + "cash": { + "status": "observed", + "observed": 1, + "expected": 1 + }, + "resilience": { + "status": "observed", + "observed": 2, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 5, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "partial", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "이익품질 하위 계산 근거 2/3개만 관측" + } + ] + }, + "assessment": { + "label": "재무 기반 우수", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다.", + "score": 3, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 8.41, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": 11.44, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "operatingIncomeCagr", + "label": "영업이익 CAGR", + "value": 43.4, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -11.45, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2025" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 98.94, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": 21.92, + "unit": "배", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.coverageTrend", + "period": "2025" + } + ], + "positiveDrivers": [ + "매출 CAGR", + "영업이익 CAGR", + "부채비율", + "이자보상배율" + ], + "negativeDrivers": [ + "OCF/순이익" + ] + } + } + }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "266690", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-04" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-04" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.20, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.71, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.34, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 50.87, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.63, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 31.08, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.66, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/266690/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/266690/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/266690/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/266690/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 29.09, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.71, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/유동성", + "status": "derived", + "detail": "위험점수 31.08, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/현금흐름", + "status": "derived", + "detail": "위험점수 50.87, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/사업안정성", + "status": "derived", + "detail": "위험점수 29.43, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/266690/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 21.2, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 21.52, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 8.1, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2025", + "score": 19.85, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 12.06, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2023", + "score": 34.03, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 10.9, + "grade": "A+", + "pdEstimate": 0.04 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 51점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "266690", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-04" + }, + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "266690", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "266690", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": null, + "knowledgeBoundary": "2026-10-04" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 65.7, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.24, + "unit": "%p", + "signal": "rising", + "change": 0.1200000000000001, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 96.16, + "unit": "$", + "signal": "falling", + "change": -3.210000000000008, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 100450.0, + "unit": "%", + "signal": "falling", + "change": -11921.0, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1350.6, + "unit": "원", + "signal": "falling", + "change": -7.800000000000182, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-01", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-01", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-09-29", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-07-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-02", + "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/266690/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/266690/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/266690" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 1, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "partial": 3, + "usable": 1, + "blocked": 1 + }, + "gaps": [ + { + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/266690", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 0b8806a920164ac4c33ecc7940931689fb8315ef..3005dffdda031dab5033d4bead9bf031977cc369 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,19 +871,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index a3f5ce20dda20b4efb0e9577630678b930dfe32a..ad5d361ba5319767273d3b26c2af9cbabbc6071f 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 47f343a5c58a564b95f339a3b3e3dca0a2b7d18c..48d3faf509a5245fa9db971e69f98783dae4e0fd 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1663,7 +1663,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1685,7 +1685,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1703,15 +1703,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 60b73fb5b00dbeaee157b143a4c7ac89f2b37a3e..6f3d56554988d074fdca5240e1ea89f6bf1f9386 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index f1aa0ae58dee647299f2cfbdf714e55c4725c2ba..e1d7f814ac598c6384a95f79e8489710c9778b1f 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.055, + "score": 0.05, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index e765d29f5451b8285817bac4d98b853991604724..394eaea6050320b5a7a7cc40b3040f8aede999be 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index f8579e3629259ffeb25e61d02cbf864a078fa5f2..756e07ceff53dcfd25c9e23ee281c0731365ad02 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,7 +1455,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1477,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,8 +1495,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index 9f5910807bf02487b836a52a6939c3a4a5b6a7e8..06a7723a978e9732877b07a60cc9eae9eaaa18f8 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index a460d5cc593f8fcd88fa5b76d5dd73b5851e7914..62f8c67c2e89a37bd9baf39fb172174b0d90bacf 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index 92111d487057aed1b3d02be8ebb863fd13abf267..599d6e469d1a8570a60a3968c82616dd0745649e 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,7 +775,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/268280/axes/현금흐름", "status": "derived", - "detail": "위험점수 13.95, 가중치 15%" + "detail": "위험점수 13.85, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -813,7 +813,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.84, + "score": 6.83, "assumptions": { "scenarioStress": "moderate" } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index eb3f6367072ae4680ad31348663babc29070e037..eebf386e434f4b613877274f1e5c8f4757a17100 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 5332be7ba837a12d7b71f322df75da9b658ccbef..290c6637c7d88deea005a142933210ddc79e2e19 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 93b0728b697eee4e8ef316f82d73b45879e8a7e9..0a7cfb909f9186b752288dc56ecf96fb38122517 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d1e8c9b75a78", + "target": "270660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 575303f6488a98ec93a443f2d62eb18806b0e716..70b2159c2de5535831263b83ae084336d99da558 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,19 +1250,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index b5c4ca3b9b958a2cbad9bec52398412fb2625e7a..25a2b414ecfcd15a86a692e44117c9f67232d354 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index f56237210c8759c01136926b87a856c1f04ecec4..26273ebcf1637bfbd88f23adfb39399e34ad46f1 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1341,7 +1341,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1359,8 +1359,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index eb0b35ade32eed8ee49825fe35454407f094e746..5ebdbc5d9501d1b9de8ae87cad2b057bfe05ad76 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index abfb9e6d54a5adb19f657b48d18385ef4182c476..88c0af57470998864b2d8fe4ccb2a78cc3f392d6 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index e134f95f21d9ab470c84f6055190051f19cee41d..fe5a81ea08e3c238e0232ed17a9474c4b7c5d7ec 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1025,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1177,13 +1177,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1192,7 +1192,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 5a99b139d60f919f8331127ffbfb8da0bad460c1..a422d6c5a17b0e2a0f021fb97ac4e852bbc457a0 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 33599894f02257402c1c0d6b5ba9fc9fcd3433b4..77ebc1e83a0de077877883026106fe3677281e1d 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index 5a6be5c037821c68b8d1692c65047e94f264bedd..3a9c9fc8e18a87f7bdcc79db74b16334f583caa6 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index 82667536d0aa1d44b472b79ce586d28d81e4097b..e7bc902a2fd1d7806433cfbd413c5b103fdaecb8 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index 4bc0054d5dc151d6e42e3102e5c6c03f56cba6fa..bdfe2db3c97cbf2b7072ad6bff7e96fe69c3f3bc 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.015, + "score": -0.02, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,8 +1452,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 6bb10286e0d874c2e77f2093d4f398b5006638b3..e9bf03ecc03e964360959ce9daf173c635d3d19d 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index 4357b39c32162a653dc4a2a5c33130f0e66e7140..6aada2d9679f7f13c6f3af64a75eee4e6bd1d370 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1036,7 +1036,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.24, + "score": -0.245, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index 5796b4149ee640d64087acfa613fd5dbd0755676..f50b074de216f3404f7c8831fa032f83ad678c96 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index bd3c07dae13560a0819ae0e6396df7133a8e3589..1fcd1ac7e139a1c21e93d5231b4c4b90e061a1ac 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 764dd16b08ae91804cc8eeed28220919f7a9d4fc..ca3dd619a1b5b2d3fb5267265c9673fd99cff430 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 3f47919c2bd8026721cfcbe21fee143d1e40e95e..11e6c91d730c743032bcd93ac76f9aa13bdc2838 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 268.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,19 +1143,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index dd9834f2276c3aee9683b5a99217bfe740eea266..bcd78f97d0883d584a3b3c36e3eb3adf5f1ed81b 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,8 +894,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index 4913a539b6c656ea960b4829c770133c069f5267..8f5e300efb2c7b4d86ad4108e79adedfc6fe0c66 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,19 +1256,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 8d7464f65a1bc931b373456e2efb1ae20207c312..435849382ba0ea9d1586efe1cef4ca3e8042790b 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,15 +850,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,17 +921,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -992,13 +992,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1007,7 +1007,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index d48b7adbaca89d639e7eedf57f0890464a341641..3ee3376e85fcc4c29efe70394fa30dd50e8c9895 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 21.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 21.03, + "score": 19.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 21.66, + "score": 19.61, "assumptions": { "scenarioStress": "moderate" } @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.88%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index ddaa0458a8eb095928099f74f4d74e946a51fc73..854656be5755f81c4ae0b922f33f3eaec39554e1 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.76, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -798,14 +798,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.76, + "score": 32.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.33, + "score": 32.63, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 120dd1786c629af23c65dcbd7404850df9480368..5f025e11af8ec4a213d29d1d9f2800eb216d6ada 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index 4fbe27073410eeae135ada4a72a193f05eeec3dd..b0cc68fe44775cf69038b87b2bbeaae5d862a940 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1427,7 +1427,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1449,7 +1449,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1467,8 +1467,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 5731bad102929a65347b62dd238e86c634fa350a..2aa20874b185e284a64de5b642e154f107d2992e 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -364,19 +364,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -397,8 +397,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,17 +443,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -522,7 +522,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -531,7 +531,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -878,88 +878,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c71345b3ad0", - "target": "278990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index e4e11924a7dab880db65d23465ec1ae3623c07cd..c27af897089969b16aee1d68924503f72bbaa80c 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 4ca8c5e3b6088c17597b4c06f3eb0f45e3dce6d3..21441301022d9cbcfcb49d5a6791b707eaa2762c 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index 63ff22da120a2c2eea5b8b04495c9d14500c829f..d504d35db8fb90814d9a80e9095281149a0b09d8 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 6e824b20d5b06d8a84c866dab339c348a6a9884a..ea876515e8024cafb878766ee74e5dfd7797b46a 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,15 +1019,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,12 +1562,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a71035f843e1", + "target": "281740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index fa24bd84d412e7ce9752101e7cab4a1e8fdc47f5..2bacddae033b444050194df2898f2b0576f4281f 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 0dffa8389e45f49411c51f6437139064b0b3fc4e..55574f0e95dbe9c0ffc43ca6496dcf11446aec64 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1503,7 +1503,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1525,7 +1525,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1543,8 +1543,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index 74fa125c6736a00971a176cbf0a68b21c3c00cb7..11b9757b8ebb4cb6d77d16da6a439b7c703e5a69 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index d6719c95ffb453c80de9f7dae5e4be624815420b..92f4c865e1cd2f9389bdfdbc3e19135ff43b2976 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.65, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -758,14 +758,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.9, + "score": 29.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.58, + "grade": "dCR-BBB-", + "score": 30.33, "assumptions": { "scenarioStress": "moderate" } @@ -781,11 +781,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -833,7 +828,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -850,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -977,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1010,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1176,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index b49d48a12a620708b8f965833db219c48c647ec2..446fba7bc8ac06761d21c96ce363e4e667b4165f 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,7 +1434,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1456,7 +1456,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1474,15 +1474,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 53abe5d8391ab2c8e36869f4a65330fdc6512e8c..f3e8c14af2610ee89bbe4922b40c8120ff899cea 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 020274d80615813fb845880da78c870631101fb4..2586895f2a72b45d971133b2075900b56555f6e9 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,19 +1254,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 957db8b43b1110ad7a7efc9bbf44ffdcc085749c..0a12415b2e59326b2a86461e9a6298be1eca001d 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index dbb6c2590fcb8b5748e51aeb3a78ad856c15fd3f..57d9c7e75833bd7a58d309b125abb14a7cee6f94 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1646,7 +1646,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1668,7 +1668,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1686,15 +1686,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 018a9c08c02e379af634a2fb76c10b05e6a483e6..ce9a7a15699583630937f09e8e441b4680a83f66 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 9db1c62c2e9bf6aaed7c61c046bc5348c6165c71..0fe61ddc3ee884ca6c28dfdaef92f26cbe9de5ef 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index 7f16cb2c6e519e2d06bb7fdd3298a1e0ae28651a..7e79caaa89b2d5369d9907c047b6bf4bd0bb35db 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 60dd826be3a38e21cac67caa874e6ca90d12104a..19e15ca2201708c56c5f54138c48597f60deba4a 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 491a43df7c7331f0350c4cd05f64510bc8ab6a80..71e337c2e4b23f1f00cbea1fb7beba2d84f0625f 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 5733db28f23a242884b0851b5ed4860d2cd764ac..d26c344a2e0fc4b03ac0c848e785eefaef846be6 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 357.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 355.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 6a92300741557d616e89504a1167fe8446235e65..632f742d1cabf85e59d0d5caf9474efbf0e368b3 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index c53521cdf238cadd6cb6df1453e0061d5462d650..1351c7b0a53e3a7b2d5c67874ff56a39b9b0ebbb 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1002.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1072.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.96, + "score": -0.965, "direction": "negative", "sourceRef": "expectation.score" }, @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 6ba5ae9b84f65a019be768e853878a96711e25ba..ca50e928812e725753f3f02b46b7618b335da7ea 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,19 +1219,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 8874275dc3164ea6b38f9109b5a1639adbbcefb8..5956393f4c69a8240f2dbe110e147fda22cc37f4 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.55, + "score": -0.555, "direction": "negative", "sourceRef": "expectation.score" }, @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 94c8259121051c4241df5e4a95c66a870922d590..d469ea7c7de24f68233e1aeebe75b4644fb92605 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 5ae04718933ea11cb1b596c08200b68f0e6bacfb..f3d83529669c55c952a2e4448ce42c78bdd969d4 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index 03f060f514a1e9a84a5afb17934347446aa34525..85da00644d4ee8e4cfe1cd3018be9e434e18db57 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.725, + "score": -0.73, "direction": "negative", "sourceRef": "expectation.score" }, @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1340,7 +1340,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1358,8 +1358,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 5991929d6630b8573711ceb79a98ca25f1fe28f8..587ac1d22aa0b455475dc0a48280f650fa7232c0 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,7 +1586,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1608,7 +1608,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1626,15 +1626,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 9e6e3b559fa29a140f045139c135d4c6f8360c7b..cc800bd759c5807cfcf0d512d35df618f515ee90 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index 729ebfe3fd0b0128bd47918f7bcd3f92a613ec5d..f48853e7749d68c7a93e2b1b2272eb5e7c53cd92 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,19 +646,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 6bf803887bc70a5601d0c392e1ee7612ed6d59ad..394a687e1c4e2a14ae4a5c87c464650c144305bf 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index ad2db6c62d89e264a59044aa218993d9afd451f6..41b7da2bfa2649ad087332192a50845f9b35de96 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 417492c833337d403df209fbd3618b36ee4355cb..7c7de8c1a7034c1ab9ffca55ac9af5d0a75adc47 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 516bab1c443d3c4371700cc1e5d9f9eb8dca0ab1..f3e8f9861519270d228c6abb429f067e2b154f52 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 6e1b788bf024f66328019fe63ce2d308199e5038..5ba2ad7d5c2e1843bf4b9a74af04980a7142923b 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 17.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,10 +1181,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index b1edc3c91f4360abe5ccd33c3e5590520f2a00d7..6fa33a1936a99a04d5167194efc7c0ca68d464e9 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 72c92dc59e5bdca4d46f4d4f22ed7d7dbb5e6f2c..4d21b15ff3508f0d4561bd6d9372fea94c6140f1 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 38.98, + "score": 41.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 39.25, + "score": 41.5, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,19 +1179,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index 8398ba3564e830e0d64ebc878303879ce989e83b..99e95ab599002086dc37de84ea75726744dcdaff 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index c8effd3c80854853e4671da946f7ef2db113a541..0f90dade4dc0b5ce55a04d7856dc1e43a290effa 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.78, + "grade": "dCR-A", + "score": 13.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.69, + "grade": "dCR-A", + "score": 14.33, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 011da18396ab3ced9f342ed2c7505c1ec1509d89..6ffd5beaa3ecbd8fe6d4582b4cd23cb6f117ed8c 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index caa9ff0b4cebaa7802e3cdb47c46c5a223182ae0..4f2e46f7425b78d63554c9c82ac727f4ec271357 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index d5c16e9dd54ad5b7e83b110047d636474fa6917d..07baadc60f9abf25362be6013d796c658c532aa0 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-30", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 8104f532a73ad0ab46291517bfbc2230817050ff..18bdd02c977a6400e497f61de435425e3f31c92f 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1051,8 +1051,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,10 +1082,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index a04a385a89878d99fe283aa59f300bef9de3f541..93d4555b670dc2f70566361c17f40abbda0d2cc6 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index bc0f06be0f2538462272238df8dfbf8c1c1305d3..d83507073ed53f813b171b92b4959d318eb8f650 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 477647aee4218953c8f549286783c07b82edbd24..54a41db40ab93324690c8b9884576e6cf47e2b0f 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index aa358024c3b716822ec3453ff1f3d47177499dc4..8fced7282e9dbe72cdf1ad064d99971048573f78 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -386,7 +386,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,19 +544,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 22501b164c60bababd9ac40414448133b919b612..401436f75932fba06d2477a6d24e539ba49676b9 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -84,7 +84,7 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 64.4, + "value": 45.56, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -157,7 +157,7 @@ "falsifierRefs": [ "cashConversionBreak" ], - "value": 64.4, + "value": 45.56, "unit": "%" }, { @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -466,7 +466,7 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 64.4, + "value": 45.56, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -535,34 +535,24 @@ }, "drivers": [ { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 27.82, + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, "unit": "riskScore", "direction": "positive", "weight": 10, - "contribution": 2.78, - "sourceRef": "axes.사업안정성" + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 50.3, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 29.47, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 12.57, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 90.0, - "unit": "riskScore", - "direction": "negative", "weight": 10, - "contribution": 9.0, - "sourceRef": "axes.재무신뢰성" + "contribution": 2.95, + "sourceRef": "axes.사업안정성" }, { "id": "axis.자본구조", @@ -573,6 +563,16 @@ "weight": 20, "contribution": 11.69, "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 54.08, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.11, + "sourceRef": "axes.유동성" } ], "claims": [], @@ -603,14 +603,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/294090/axes/사업안정성", "status": "derived", - "detail": "위험점수 27.82, 가중치 10%" + "detail": "위험점수 29.47, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", "kind": "creditAxis", "sourceRef": "dartlab://credit/294090/axes/재무신뢰성", "status": "derived", - "detail": "위험점수 90.00, 가중치 10%" + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -651,8 +651,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.재무신뢰성" + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -676,9 +676,9 @@ }, { "period": "2024", - "score": 72.34, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 66.84, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2023", @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -868,15 +868,15 @@ { "id": "fundamental", "label": "공시 이익 변화", - "score": -0.041, + "score": -0.092, "direction": "neutral", "sourceRef": "fundamental.score" }, { "id": "expectation", "label": "시장 기대 프록시", - "score": -1.0, - "direction": "negative", + "score": 0.15, + "direction": "neutral", "sourceRef": "expectation.score" } ], @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -899,7 +899,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.041 + "value": -0.092 }, { "id": "quant.fundamentalPriceRelation", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index b6f50bb375f616737968b46d864e8f7d7bbff0d7..52abb3bbc540a2fbb74722c2efaf6431c04cb94f 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 28.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 29.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index e599c8e9c0a6fcb4066c64789715042202b0dc5d..dcff470d236701634b3cca9335bc752f2e563529 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 40a93bc8e148720b72a1f12028506d54cb44ecc5..279e36ca8ac1e07849bde2710cad0a587cac912a 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index c5844c70d022ae4a7344a0e19416ba8580c4817c..2a38231d8b51e978b4cef23a2c652940193af91b 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index ecd05291256983480ace03dfa488cf1e0b312208..11a97a86962e141cbc984ed07bb03f08a1484d3c 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 16491db82e84ee5dde3fddbda65d89b4d92e0139..1ef51407359a03b166412c8ea692059a33b9a14c 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 6ff8b613a7577b3d4712e083bb66b3ab591438fe..6d0c86dda6ab501eb21a160f7218b7e4cb594f8d 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1037,14 +1037,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.9, + "score": 0.905, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 2c4d32c656cd81bb9a5d25d454f19eb7949bdadb..6e53d7eef14d5780d1b364d7f175918ed58a0112 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 8c52b52bd6d3dde03e1a97733bf9b9880418429e..f213aa909123a444c0e32c6803ef87a78fd636d3 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,18 +579,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 16.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 15.82, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -618,16 +618,6 @@ "contribution": 0.06, "sourceRef": "axes.유동성" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 57.64, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.65, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -637,6 +627,16 @@ "weight": 10, "contribution": 4.24, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 29.1, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.28, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,12 +680,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,14 +723,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/297890/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.29, 가중치 30%" + "detail": "위험점수 29.10, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/297890/axes/자본구조", "status": "derived", - "detail": "위험점수 1.23, 가중치 15%" + "detail": "위험점수 4.03, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -744,7 +744,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/297890/axes/현금흐름", "status": "derived", - "detail": "위험점수 57.64, 가중치 15%" + "detail": "위험점수 23.79, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -774,15 +774,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 16.38, + "grade": "dCR-A+", + "score": 15.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 16.47, + "grade": "dCR-A+", + "score": 15.92, "assumptions": { "scenarioStress": "moderate" } @@ -796,8 +796,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -853,7 +853,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -861,9 +861,8 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 58점으로 등급 하방 압력", + "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -878,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1038,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1051,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1204,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index 87d12e85822bb5f79ac5ed3f6a694f5f26a92f84..01c75f87278e0ee3e4ab3a8dcde7f1f0ccbe1127 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1058,7 +1058,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index 7a8983cd3d9693ddee98530b4ab1461429048fe0..8edee19008bca13dbd7b4117fb23d88d0cc958ea 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 23.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/298020/axes/채무상환능력", "status": "derived", - "detail": "위험점수 13.63, 가중치 30%" + "detail": "위험점수 14.43, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/298020/axes/현금흐름", "status": "derived", - "detail": "위험점수 28.12, 가중치 15%" + "detail": "위험점수 25.97, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -796,14 +796,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 23.31, + "score": 23.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 23.84, + "score": 23.8, "assumptions": { "scenarioStress": "moderate" } @@ -890,7 +890,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.2x (양호)" + "캡티브금융 별도 D/EBITDA 0.6x (양호)" ] }, "divergenceExplanation": [ @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1063,15 +1063,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 0fd60f66f865f85bf9ca1579bad30003f46f6d17..d5155141416a59aca5cc1e15e2fdf7dd41fcc076 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 15.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -632,11 +632,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 14.21, + "value": 5.15, "unit": "riskScore", "direction": "positive", "weight": 30, - "contribution": 4.26, + "contribution": 1.55, "sourceRef": "axes.채무상환능력" }, { @@ -663,12 +663,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/298040/axes/채무상환능력", "status": "derived", - "detail": "위험점수 14.21, 가중치 30%" + "detail": "위험점수 5.15, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/298040/axes/자본구조", "status": "derived", - "detail": "위험점수 19.10, 가중치 15%" + "detail": "위험점수 5.72, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -765,7 +765,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/298040/axes/현금흐름", "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" + "detail": "위험점수 14.21, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.94, + "grade": "dCR-A+", + "score": 15.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.22, + "grade": "dCR-A+", + "score": 15.76, "assumptions": { "scenarioStress": "moderate" } @@ -886,10 +886,17 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "캡티브금융 별도 D/EBITDA 0.1x (양호)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1031,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1084,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1190,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1205,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1230,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1266,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1280,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index 4f008871ee1f1f129595b406de16131f2d0447b9..3c69a5bc00b1b77b1743dbcafe6427a60a5d9b4c 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 5abe3186d4f2ea3d1ee4060a738db9b45a142b04..63bd24f55e9413cc9b19c1ea61730fcca7ad159f 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -955,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 088a80697d3d40465dc6f6608d4e63b824415b59..5b405d62165f4282a91705d65f1b18735675399e 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.82, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.26, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.82, + "score": 38.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.41, + "score": 38.95, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index bab6ea528fde4894a76220c296580aa9889124a5..0af35109ab2d57302870e0fe6b3b1f706c2692ba 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.36, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.48, + "score": 14.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 16.18, + "score": 14.95, "assumptions": { "scenarioStress": "moderate" } @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.85%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,12 +1410,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c3a149dd5986", + "target": "298540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 0ace45b650148be6933454a4c47320a8b1fbcae0..3aad37e1a597e073257e4460598f3929f7ea0195 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 28.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 27.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 059fa4378da5dbfc3d85d13e1d701132a09994cd..d1fe9fe601545abe4f196cbda44cd6a5d03c7a0d 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 9ea0ecbe8f34b2552b9e85d94818f8d20c701085..be125651cdfb477c61b09db055e916b322eadacc 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -962,8 +962,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -994,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index 8f2d0343e705d9145d68830ffa692e4dabbc95ef..6279a2bad518106a4ce1036073ac3e22ee1dd12e 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.82, + "grade": "dCR-BBB+", + "score": 21.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.63, + "score": 22.38, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -855,11 +860,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1034,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 73b15991621ee190f2c33db2aa69b8dab6cb792c..080e83a9843da688e0c7af55fd34d807cf171521 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 5b805e9012eb3bf9edf888689ef85323ecc52798..04052e2cb03b9d876acf2e24fa59f9585757b307 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index cbe5a9e60caad2d793054a412cec8d17dff4d780..de3d005287088b984b190681f97f0b11e42de5cf 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 84b0f4a773cb71a192956f2eabef71c0781906cb..6b1de6d6de2bcc59a7fe02a8a98a8972c8718ab8 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5d86840a29f7", - "target": "300120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.745 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index 4fa1b23b6f9a8570685b5dd21959f040d909dbe8..c6de3ecf12e54cb0b4aeccf2129a0617259ac600 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index eec27ddfca85d5ae616446c3f27b1bbf9c323b4d..f08751a1fb31fbdecae4515774931ea71e80931d 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index b1d8a11ccdcd3ea2ee3adeaad436fab9d7a1438c..e149f09d652865a60673e2061da8391d70dc2701 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.19, + "grade": "dCR-BBB+", + "score": 20.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.41, + "grade": "dCR-BBB+", + "score": 20.41, "assumptions": { "scenarioStress": "moderate" } @@ -887,11 +887,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1059,15 +1059,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.475, + "score": -0.48, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 70a9f97c1d67e8ee75e325fbff30e1991419d3d3..23c7b9bec1469d5df42d798319fdcb894d7c5e20 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 27.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 25.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 27.51, + "grade": "dCR-BBB+", + "score": 25.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 27.64, + "grade": "dCR-BBB+", + "score": 25.39, "assumptions": { "scenarioStress": "moderate" } @@ -856,7 +856,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -866,7 +866,6 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1008,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1041,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1207,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 52b4c388ae5ce86a29d2efc9b0e59ff2e9d99676..70d25573aa039f1726d86a2bd46f46ca5f84f330 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 2bbd89784b3dcfd6eb353c3630f72a919a24f2c3..2151eb8e8e74a8721aa1b7526a3fd7a3787b79c9 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 224cd4833ca11914eb8dd961e008e27ee90def83..217239640c32e63ddbc5dd5342e2afdc2a56b971 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -999,10 +999,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index ae91f6f3a58bb2ad869c72a480ed3a48d8c780e2..c89f2f5f505e35c5028c96c7d4927e3a3f6b493b 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index ac7d7637921e4f9b4cd3fbb055a245cab2fcc717..086d0e8d55dc2bd4b0eabb02e8b30405acc845b1 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index f24fa4a8a3a06330532456945e31bceac32dc065..90040b1d7e7dfa6ce1e06262a122bccccf58dd29 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -881,15 +881,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.25, + "score": -0.255, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -941,10 +941,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index ff7ec5720e67c6a5563f551e75f592a49a3967e5..f43fb62a97f72ce8743cf6ce1ea1ad19c80b1f14 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 30336feab212ba7cf2f61141672c9b4345ad5107..878fd6131b2fecca4f4d321706a15367e58de9f3 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index ab3cd1f7a50816c7ba54666b166c6c52b2c13f65..60a971d3602f9ac5b0d071963cfdfa3cdaec8aef 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1537.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1547.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 1958002ef4cdaf5c5d44ab0f268cf84e096b3e5a..8bfd2b84c333e274882eda83b611400a96874489 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,15 +1019,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,12 +1421,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:033fa816895c", + "target": "306040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index 923e63d1d866f6fc0b10a6767a8237e5bedf11c1..e1930ecafff5f987a21f815771f2e86327e0cf2d 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1045,8 +1045,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1076,10 +1076,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,19 +1203,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 4666595e757d1ec07c1d8825a8922b09dcbfcd07..f4b5a822c1b806bc18edb01978b731986fa24d53 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 8f4049edf3546e69aad7c9f3dc3a3c163f82e996..447a7a5c77bdc2cbdf3047fe3f0748999dc1810c 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1584,7 +1584,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1606,7 +1606,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1624,8 +1624,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index f50b82aca3da071c44f1039ab4fe7ad993005835..26fa8c1c3a41cec7a5b5bde61841b4e61811f761 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index 224a6c2c92e5226a51c1a0916075fb40543f0bad..67721082a004e4a0095614956680f5248ef9d9d9 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,12 +1408,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eba4a39e30ca", + "target": "307750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.492 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 210035495ca34c2670e56bf451b6a23441cddd84..d1a459484811f60dfcc0a68f7ecfd3b5a2795262 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index 2eac01ead6286ec22ce420152101a9317bccc73d..a52206e658e7754897e9f50246ab7d7e06c3a521 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -587,7 +587,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index d632c036697b459420efd6e2261d383fa9926e46..7f1e11477bd9a4a53421c91fd6f48f1daf721116 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,88 +1432,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d0a70333124", - "target": "307950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.93 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 916173480deaeaa5c187968985ac8e4a4d1f0930..c9e1a25775bf1fde657517d5bf193754a27b74df 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 760b4dcce6ae911901b145b655880b6347cf2dbc..5672dabbe745580ba629223a8a52cba70dc1b06c 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 1b6a00a93b607ee280a116411bf3a796245ecb3f..31315f79f2dc1df6d06f19451247b0501567d685 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index a31995bc1ed298dca86ce608920d965246fb0b7d..fec55e8459931c6a044650d6a28558854d9e2d51 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -535,7 +535,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,8 +568,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 87d82475c4d376e4d68788a3071474bbb1e2cc20..50f1ae25eb33a7ce16b9962f5a8bd126d6431197 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index af3de96ecefc4faf5348cafcf0a6cb64d0eb584b..d728a88f332f6c1291c590a4909e3a323074aef2 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index 454b382aa6435ec870ac59f6a9f360e2734b9e4c..f5efb4aa4739f0136051f96a34e4405d4dd14312 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index 5a2b193efcb2e5093c3f3428ef64e6c23fde70aa..ac9748b33b36b456a718341470efc3bedd0368e7 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 71657f8630db797cbfdfb919c6d590722c562a85..9c3bb337ea65dc0813e010d0356de6374aa6ab29 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -748,19 +748,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -781,8 +781,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,17 +827,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -906,7 +906,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -915,7 +915,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 6406364f74cb8562ece6aab25b82ef17f8d57389..3f113a3a8003e033226175fe73a113540ed5f8ea 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,10 +1074,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 032bb35eed5c8e25dc9373ad0cbc766de7662dd6..d409c50dd618a34e4998b097235c6e1a3eb5cfe4 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -387,7 +387,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 95d80c183e9795e649907e85b4c3f7ebaff93670..fcb9c5084eff97e3964e85eb26e96e768f31993b 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,7 +1399,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1421,7 +1421,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1439,8 +1439,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 94c82206e507c17f50ef9fdfa4a8bf1f8f2fc295..87c4c7b82ae6ea5eb30e4e5341b731cdbdaaec63 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,7 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1015,15 +1015,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1167,13 +1167,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1182,7 +1182,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,19 +1232,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,8 +1519,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index 87c81984a577de8bd6445376be712618c77cf6ef..56cf7934d257c055ef5b81332a253b03cc857efd 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,19 +1167,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index cc58ff92b21dca2b0a9cdecebef543b271a34652..cd1df69588d593a2cb33e3dbf46364fbda853a75 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -358,19 +358,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -429,17 +429,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -506,7 +506,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -515,7 +515,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index 5f3bbf1ac9ee99979d11e4648ba03fb1a40651fd..1b2d26bfed38e1fa36348ce795056a33c823ed3a 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 203.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 256.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 2ad53dc363f9118b49ff3eecd0aa8feb6e73ff79..ac43daf1d179f600c7f31cc20d13765a0f1d439c 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 249.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 235.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 919357b8ebec9ec5ca97b64a5e3afb3eceff477a..650ce69e81e3c988f281672aace6f1d61a7bcebf 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index 827222b497e43635a93e8bf4796a9b2522b52aa1..99caf668fc278cd5a14a8fe450852a3f1537f993 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index 7f2d8cdad6e2fa86150f5b75e3eb39943bbd2a78..d96621d1e1698d5fe3363b85093eb8efabba4f84 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index fa063e66b7f8ef59f28c72a4d16ee732924a48bb..757ba3f5b96afe62026d054d7a79c07eab4475bf 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 351445e8fbd030ae560908b68737a43175d32658..1f4ec66535cbb28f75f3ff06e2ed90a1bda75357 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index cfa5f7fc0636f9be45a2d752f7f05a9ab1b143e5..15bc49d366defabcd00d067cea8523b27180fa7f 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index 73a35212ebecc0a2e07b1355506d1129c8d15047..b89f7fe1da69c26ed38d978a50a8481c329ad745 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 45.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/317240/axes/채무상환능력", "status": "derived", - "detail": "위험점수 27.43, 가중치 30%" + "detail": "위험점수 27.87, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 45.64, + "score": 45.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 45.98, + "score": 46.05, "assumptions": { "scenarioStress": "moderate" } @@ -859,7 +859,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.8x (양호)" + "캡티브금융 별도 D/EBITDA 1.1x (양호)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1033,15 +1033,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.17, + "score": 0.165, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index 4025453df68a60d8555acac0a6800f619b19b31f..9cc39ef7a6c923d5d0e8e0aab3cf447bc4476d02 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 46.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 45.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index c39e2ef3e954b1909edc9c538ea15861d9fdd1d9..e96d3180c0b705c43088d7c13ef5d59275627c30 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index c4db1b474f5bd76c732c5767732e9a2b85e68ca4..529944d4f0425b6dc46a2eb63cd34e8f7cd8ab1e 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index f7480b09dbe4dfcf1fea9cd13e5282f915ddebbb..73e90e494c5c529eee9419ec60cbe227f6d04690 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 27.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 29.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 43208635b49a9a21264ff12c3566a2fa678e763e..666bd1159f9a2cea0460d3dacfb0babb455a0fa2 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index e223d2d47d5eec6803201d17553a1c42baba801d..5250cdc854abe5ffe814981e677f6f403eff4936 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.21, + "grade": "dCR-BB", + "score": 39.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.61, + "grade": "dCR-BB", + "score": 40.36, "assumptions": { "scenarioStress": "moderate" } @@ -871,7 +871,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,8 +1423,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index bbf1b6c2ca41fa7babcfe8286d6291777210d98d..0ffa355ee387a6f3b378eed3c20d6bde20c481a0 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,15 +787,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.85, + "grade": "dCR-BBB-", + "score": 31.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.51, + "score": 32.26, "assumptions": { "scenarioStress": "moderate" } @@ -811,6 +811,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,11 +877,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1052,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1218,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index abb56f438aa2f1673139127c7bdd30417c063e95..7f8a15da838d2e49b7b462b57e26186bee02d3e9 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 91fc99771c054ad8b4269635881083cedadd698b..51a008b2b1abcd69cc462cfe7c002eb79efbebeb 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 3f4a02df644bcecf1a35a96ffb27317e337a086e..7a3435b38fce964e3e9b85dbabf49abdcd469e64 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bf80838072c2", + "target": "317870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-05", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-05", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index 33fa4469592bb515b169422324291b70ebb2d173..dda3b082cafa82f13a191ee97f5d7bde9f2d7b7f 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index 4d6eb86fbcf05019d07453ebac4c91d491fb6bc8..a3d657cb41237fb7231b3e6d8be157a1d3159cf6 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -958,14 +958,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.23, + "score": 0.225, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,19 +1149,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index 3d9d3338ea67560da32de0d9cbdde89f2a9bcac5..d8795e0dbf40852dc8d64a3c26d5a962f13a3c77 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 28.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -632,7 +632,7 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 22.24, + "value": 22.23, "unit": "riskScore", "direction": "negative", "weight": 30, @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/318020/axes/채무상환능력", "status": "derived", - "detail": "위험점수 22.24, 가중치 30%" + "detail": "위험점수 22.23, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -776,7 +776,7 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 28.2, + "score": 28.19, "assumptions": {} }, { @@ -858,7 +858,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.1x (양호)" + "캡티브금융 별도 D/EBITDA 0.0x (양호)" ] }, "divergenceExplanation": [ @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,13 +1158,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index a13df3bc6760a1ffb356fcad05f42dbdce904d41..55e9097da01926fa32835f92800ffedbd70eac95 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 2497b485de7fe00cea747d90f2a12d8323eb8e8b..0efca06d799c176d46342394c451eccf4fa130eb 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 120cd05b7b1cc5472eac52af21b151c21b1f8262..6a5c6a7d4f0e4072e9a2692d74d7789fea4011e9 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index c2a2a3e4f10877a529ad103dd6ae58345a436fa2..f072aa9a7926c2f260cf9ad6bf6c6d2d45268765 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index ef2f4469c6c62d02d563f0dd5efa8c6ad6d56287..002ebb9b8499338b1a474f76c33958dadf159255 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 4bf237f5e75f48cccfe7b3348ead68ee64f837ab..a1a7cd63efbd9b7b5693e49d3a9f18bbfdabc870 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 118.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index bceac6364ee048b75bcbffcc41c19e4954e1fff3..21e73ae3998007bc02b2fef4e32d1522483ad009 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 0b6cf7f4a7a2450f93f010ee2306fc0c87377ad0..040c942d579fcf67c749a59d134ac058c17d0e4c 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -919,7 +919,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.055, + "score": 0.05, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index bf831388416d5f0e920aa7e3a73f88248ab69822..b9b96868e9188f01d861282fe7f740d19cda408d 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 304a1a9c2a82235a2ae70d55c83fe449b1702fc7..17e756b75c699e937b7d756eb4ce5b11a08b391c 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,13 +1087,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1102,7 +1102,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 4f44f95641b2bae1e7b8f66bafc0aee6ad78c875..3b8346d7c0849e4954ed0af02c60673781ba8c9e 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,15 +783,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.25, + "grade": "dCR-AA-", + "score": 8.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.7, + "grade": "dCR-AA-", + "score": 8.52, "assumptions": { "scenarioStress": "moderate" } @@ -868,7 +868,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -1008,15 +1008,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,13 +1160,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,19 +1225,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1626,8 +1626,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index 2f9ed157b8b722c9584fbf8f0b579ada2b2ea46e..a1d4d7b3bc43ed43adf58a46d47b84c22ca70052 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1354,8 +1354,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 81c2c777c86b1f72ca6389f1eb08e4e83556094a..b30ed3b5cc305c206c1ca13884c28d107eb9288f 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,15 +1033,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.515, + "score": -0.52, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,12 +1409,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:beab76258960", + "target": "322310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index c2cbdc142f29293e556eab1ffb91eeea577736e9..4908d343d695768cc6c50a5ac869467949276dc7 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2fed75c86bcf", + "target": "322510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.76 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index c94a73bb96146caef9e90200ded61b67eaabdfea..364535f734ef6092946116fd7eca93aaeec6b121 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.87%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index c08e4cc7ae22501d7a66c1a6ea070c62fbbf6fb3..e8f851c05d00eee16028d30ab66aa5c911ff3cbc 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -823,19 +823,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -902,17 +902,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -981,7 +981,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -990,7 +990,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,88 +1233,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ddca3c7647b1", - "target": "323280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.376 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 3fbc8c99f9aa8e06d8c8d1481c0b7be5466a59b5..46e49b00ae6681027a7adc4ecfe4536be97bcbbc 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 08e2fca5f16942127bdf23e3af041037026a79ac..1147d385d113dbf8f3ae34818365c6f3773d28bb 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -528,8 +528,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 8ef70e664134ed8a7a5ddeb2345e6becf7569216..1d4a69e6d66de6eddeb4cdb6a74d7556d29cb9aa 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index ee5e4b478d9f558fd13eedb4ca855d49dab73a95..7b2a3ab618d2d5ce5d719334321b7bd25dbcd35a 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index dac390b0052793d0693502de1a9b76a922ce0fdd..b6ecaffadcbe925b6ad79f0e4ed0a98c36bedc40 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 904ef9a59aaa5cd4f19f85a6558754a3e7a7a3f3..29d458ae0f11befe328400cf719fdc1ba1d29b2f 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1348,7 +1348,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1366,15 +1366,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 95a0d5f25dbf362b7ddb774630ff336f0f0a03bb..581ab58d6e776da4185e6e37e01e1c7ab82ec83e 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index c79e3f98ed16620f17a7f5396295e8a6e3cbeb7e..0c71811c4fed31246c90dfc133470ba1ebc4f0b9 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 47조 (시장 지위)" + "시가총액 45조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1510,7 +1510,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1532,7 +1532,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1550,15 +1550,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 0f6e089f6430c0684b0ed866fe471f7454af8bfd..4a2fe8b4df7023e09f0deb8bfe95d7f5ab927a9b 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index a7eeefb6345673596ae85d67ce6f18c97a67c004..1d4fe063777ae910fa95c15d55af9c77e4690f79 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -382,7 +382,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,19 +540,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -597,7 +597,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index ac9b87d1287890628f003700d6d3defc9abf2677..e1971b1d17f6db5b1fa64d220a5cd2b0f7dc7fb7 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index 0984023d41314ce59351506dde11fa999b28b1e1..4a1e8027ad22b4124a27194991fa2cfaef7fd570 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index ee112968d2f891d7ed5cba18dbd0d9edd3a304d9..3f225d089d281a00113d7c1846f357b6062b9193 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index b7d3cee8000a6e6ca613bd257d7272f2d1556855..09fd1f33dae49796670dbbb7a217e83a3a5abab1 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index d6183eb72930eed13d2c9295183c7414976a397a..b9d61fdef7894473ef528b52f56b517e1cd0bc74 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index fca3c73d2771d81985ef0b50963fd9316e2f517f..c82c22d78a9a32b3b1e04f007796b0302ad7b466 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index aaadb500175ef4ffbd1b08304a97e06e4d205bb3..9e173be6cc7a5866748a40672e54692cd6e167ce 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 6044302c7e0088ce80aa3a875b826924abaf0935..320e30d11a55d5253ab4e0605247fb6fa7ce50fb 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index d57b296402e5338fdb4254a2650e39086e865110..c3c98b4fd5ef8f1b3e5d96e9388877cefcf89db1 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 81ce774394b3a6496307dc7651a1ec6e0e9ee6f0..f646b4a332db65c2fc4a4e679ccea88f03d5c34b 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index 0c0cf3e9b08c38016e6aec5815790931a1242343..3c7cdcc5709acb769372d926071d5684ceba3cfa 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index b5d2a58e4d6f86039e40f0a23101667f0293b691..7ba00a20b28a9f0c9ea5047fab9538512fcee25f 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 82301e75444b6cc96afb5d49ea9554ae5199df44..3ea886be19a5753fe8be0bccbab3e333e28df029 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -955,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 2f6819a397c73ee3d6c14c10e6891f4cbb2ba0c8..cea113fbb5dbae86e48e2ced278a00a80066f2a6 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,88 +1338,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a71ef7d6370", - "target": "335810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.69 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index ab791ba3dcf80e67030dc3ef6f3b131b8781613d..4f509bacb765512ba11ee9f897f4044c02f6afad 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,8 +773,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +898,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 4dd383a5b17c06680c50e69793035c46ac6296e5..79bf7f3d85e2452d135fecd2771c1ecc430f2503 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.11, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.38, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.11, + "score": 2.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.12, + "score": 2.38, "assumptions": { "scenarioStress": "moderate" } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -994,15 +994,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1136,13 +1136,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,19 +1201,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index 5b89846303e92b19da1394ca9e61cb383455363e..52c44d03444b5cd8cf9b624bca47be77893322b4 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index 8f2f36da1fc799f8b47c902ad17e466bfa2949cf..b1c66b4f9762655430baea2a1e7a8c9c59bc6a35 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.13, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.89, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.13, + "score": 47.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.31, + "grade": "dCR-B+", + "score": 49.0, "assumptions": { "scenarioStress": "moderate" } @@ -809,6 +809,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,6 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -1011,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1210,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1625,88 +1631,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:303794f30538", - "target": "336260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index ee41950ccb7dd6025b11bce141f01563e3c0b80d..e2c1b366a49bf2ea9cd8b4e05dfa47905b989b32 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1042,14 +1042,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.555, + "score": -0.56, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,15 +1466,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 69852ab5362bdd2ce540b5ead14b54932e4b8510..87084e3bd989c7eb2c03d7fba2404b2cd11bd9e8 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8692bca28f43", - "target": "336570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.408 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index e8a02524e11d2dec52f9aafc13b24391524bc541..eae835685202061fa16b5483cf6c321b381cdf4b 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index 9382cf11c4379a171dc60e59d6e4e6c51035b9ce..b1b0644a22fb7ae9efae033f11dd3982bba8fc21 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,10 +1088,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 56b9d5532ce020884c8620264bc856d4f3173fec..a3b0208536c57ca725f62e213acf94a0448f047a 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 936f67930970662edc6e824f55115a10cead75e3..9861d06c9bb52a1b9c06d1d3bf0d711b7e01a57a 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index c8bd3b253465dbae1dbeb57728b10d7fc924706d..5518230b5ecb9375cb4580ff93e091000e334512 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,19 +1216,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index dc01c93139de46db4a423ec4400c1fb336c78572..062effe30f0b0e93e35ee04d29a4b9a818ba2f04 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 3bcdb558b187f2408794a127ae177e42c51323e4..197793541efcf8b3a85b7198abb5539078a96af2 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 28.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 10be711d14dd20324c1d90d2d7efc1a5a410d5c3..3a39f177e558230db05d70a1d52a819efdf4be0b 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": null, "status": "derived", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-08", "period": null, "status": "observed", @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 8df41f01cb0f2e430f32d89d9245a019209b81a2..4e84591a8167eca6b6471655634bace63965ea0a 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index aebbea0c08777396620cc5dd6aaae4a50e681dd4..f0a58a990764bc8639b0a292e2b620fe275a9669 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 7bf13c843c382fae6a35744bbc2cd39472115f4a..243533475ad645cc667e39c1febbafb7a69a71b3 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -917,15 +917,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.095, + "score": -0.1, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,12 +1300,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed53c22f4d30", + "target": "340810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index d8a82eb981d07631c464f637cd26a72afa31eec0..1eb31dbe82bc44f90dd338a86d9947596d1724d2 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 65aad2ab753afeccbf18e761d5ce6525f09c7760..0fa3f50e4b8f08b01baa555ed2d01b3d7a061194 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-08-12", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-08-12", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -410,8 +410,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-08-12", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-12", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index a5d07efb518c8d9ba6d3eb7175b97a4fde5b2414..f6c18038547378de01fd169ed8f5a6638b3eda50 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 56d66cb108443467cd227c9e9807abc0c8516b73..b5d953be9c20d63a3f31f6cc2592d2b0b08f6d06 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -528,19 +528,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 181aa1c551aefee1b233420e80ada2a8b36e9041..24c0690cd47c98307e5712d111e355d51855e15c 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,15 +1037,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.815, + "score": -0.82, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index b1f8cd064b11cb812ac317e0eb6813676ebce3ed..2b65a4382122d95043f04a8b85bb6ceab7af5daf 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,10 +759,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -886,19 +886,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index fd54842bef33f81a092abda7138ba756f7955eaa..4cd19c4f63dd207686d494700459d7d3f7fd5c6c 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 99220b561bb18857fd0eb28f19abdccbf2100ac7..a3f897681f2a0bbe3e396562c522478332b1800f 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.275, + "score": 0.27, "direction": "positive", "sourceRef": "expectation.score" }, @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index 6a3a8e0fea1c85ebd072500958cb360e2ec24b05..f9b4cf4b1758b008a86e72037c019eb3ec9de39f 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index e1003e65bafbb9410f00cea52e929a47433bec8f..708e8dc66f72dbb463b365b41a1c5a2890c1194a 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1034,14 +1034,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.045, + "score": -0.05, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 60c129e1ed27b2db7c3a0c0fc10779dc9822d456..2f87ce9fa100c86dec21a6a20b9c6ca1a1b6ed44 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.065, + "score": 0.06, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index 227b1f564bb942f92aa04b3db2069fa32f089d27..a350b3ccd58158cee047f76c46bd5284f93b214e 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1003,13 +1003,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index f07eabc5970ad02b9afa23227a4dd744a2ea628c..06d0923def5d0e10588960c908c1ef919f3e48e7 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index 9ce4bcc5e118fc90f66257041b3a8f13d63e7fa2..bc67c7f3dd0e6f8c8607202eb653c36e9f911463 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 9b2246bbb25176af9dc522d88a86031d8113feb7..1054062ab2078cc0d265f9f2276bb069fb959718 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 8f1fd097351d5e56bc6b57283c896b964edc6b1c..9021a70cb755dbe261575d2478d4df8667f20eb4 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index c08fe71c2276cd9a29a2c94d57ab58d7851d4680..c81ef950314c1102965b2fcb6a520c3946a5b8ba 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1028,15 +1028,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.255, + "score": -0.26, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1498,12 +1498,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4f5c3241d8d1", + "target": "348210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 6813266b4d92c9e40bb4557d641b5de4751c5239..495025fe32185650c10e27c0545db9e14c41f941 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index 1bfd168b82ff64685567c870dacdcff14a6bb888..b1773a58e8d48bd3bf1d9f06e1a339237a930b00 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,14 +1025,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.005, + "score": -0.01, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index 8efe30552fd8e077fd53c3a0e2d90e40ca72f4f4..a7b7bf5eba9eb51381a09dd3c2b1a11e296d60f0 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 116.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -990,15 +990,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1486,12 +1486,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:26566b1fbc3b", + "target": "348370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.769 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index c56988d52f757825b20dfbe585de1efb50919482..3253c6d7d31331e30e1fa2607271030240407dd0 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 946bbfd2e65cbbb52f1ad02b6e91bffbfd2cc93c..860348641ba805587f113674497bd8e8621d2bd2 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,19 +570,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -627,7 +627,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index e40365a3bd249cfe8b95a91ba72ab66fdd5a313a..09c6de53e3e0a5a78d7bef91d3f140277c743f16 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 60c7ff0792e83b02b5e798e428ebe042a79b2a7b..5b88f60c8ab1a237c8e48dc5aa5f90dcd004931f 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,88 +1322,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:53ddc253b02a", - "target": "351320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.622 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 316ca4fa7ab913a0bcd05c7a50214755aba79391..0dd880a33e7b438c88a27addf2785cbd35ea29d0 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 80b1316e73c608ad7f9fe027f9061d56ead0dab5..89481cca9c8ed90d78486ea2bf7348f03de336a1 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 23.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 5165d15ca9af2203083feb268b31f9a3467213db..837f9a1dbdd68bf4440e195a46014218fdd1e6c7 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 6.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.89, + "score": 6.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.31, + "grade": "dCR-AA", + "score": 7.31, "assumptions": { "scenarioStress": "moderate" } @@ -769,11 +769,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -829,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -956,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1002,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1155,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 36b24de172e61f7d9ec10427a32eadef56933af0..3aecc306efff29e2251f3983fe5a3d78afa8e238 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1008,15 +1008,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.125, + "score": -0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index d7fefe6e97185a8d337f1d1de027daefb2db4dc9..9a444710024acba547909766c2be7298efcdb596 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,88 +1409,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8f0962a60bf5", - "target": "352700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.6 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index e8688f45a6377dfbb81e46ddf3134340a8e45261..aa3d0352faa6354b930a6dfec938e073adc21abd 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 143b017fd084cb6e0ec6cfca4aa876cdbc32185d..cda99040c56b747297c66d0c9774ade4e335de0d 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.68, + "score": 30.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.5, + "score": 31.75, "assumptions": { "scenarioStress": "moderate" } @@ -860,6 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1002,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1048,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1201,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index b6b93e948afdaa5fe77d23cd34e9e390cb74860e..aeb8ac01f6dfbedd66fca9692b1b41ab7e951c8d 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -947,15 +947,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 3168beca1496171f287e463998a38d062e00b5ee..8973a58ae8eef12704a1f79137e8d41e9fc18e86 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index b9fa3a9d7603b0c72b5d64c69212ff01ec238703..00a580d69d041c89d34d67f6e0d104d07ef1cc9e 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,19 +1206,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index e3af8447ffe87c03f6584371620a5bc2aade953b..ac9f81bdae752a02d64a9cb1f012744c8528ebe3 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.53, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.52, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/353200/axes/현금흐름", "status": "derived", - "detail": "위험점수 12.67, 가중치 15%" + "detail": "위험점수 12.50, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.53, + "score": 9.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.99, + "score": 9.97, "assumptions": { "scenarioStress": "moderate" } @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index cb57a2493b12a2f579edb907acf685bdfb22433d..37118518fbc4a837fc78cb89ada3188ba9724914 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,10 +1143,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 34f4a43dac3531f2203792aa6d40856e1de0f473..0bd527128ef70fbc168ff29bb163a7f41aab121d 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 2d10b5c79a2923583bfb1a85653cfdd08814f5b2..84cb755830d85b99f954154b4e589ee5729b2b06 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 191.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 261.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 440d5b33fad0493ac88179b235bc1a5e79ca90aa..75aa314d6fe61c412c4adc1ab3a863d83f24d976 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.52, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 36.41, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -533,11 +533,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 48.68, + "value": 49.88, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 14.6, + "contribution": 14.96, "sourceRef": "axes.채무상환능력" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/354320/axes/채무상환능력", "status": "derived", - "detail": "위험점수 48.68, 가중치 30%" + "detail": "위험점수 49.88, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -656,7 +656,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/354320/axes/현금흐름", "status": "derived", - "detail": "위험점수 29.56, 가중치 15%" + "detail": "위험점수 26.08, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 36.52, + "score": 36.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 37.41, + "score": 37.29, "assumptions": { "scenarioStress": "moderate" } @@ -759,7 +759,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 49점으로 등급 하방 압력", + "채무상환능력 축이 50점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index 91084aec3ee4c3d1f33e9817adb2f71c8807e970..4c11c4cf716723370eb78f2907502a19d19a8477 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -631,7 +631,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 1dd83e6d1be4201a41ade269cc2728602bef4a16..3fc27915342d8e486d1b7f89d156e7da5d46ff21 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 182.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index 25e9485118665ef55e713e517fc1645d96d61218..ee4326973dfdd5d03d56e78aa7cc8b0b0744f5f4 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -304,18 +304,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.47, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.68, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -498,15 +498,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.47, + "grade": "dCR-B", + "score": 56.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.26, + "grade": "dCR-B", + "score": 57.42, "assumptions": { "scenarioStress": "moderate" } @@ -559,7 +559,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -730,14 +730,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.69, + "score": -0.695, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1156,7 +1156,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1174,15 +1174,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index fc4df0927e898cfff313234879b3228e53557c94..09199e7e9479d499d520bd6d845e95a05fe5c216 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index a0c5a6d8e175689e37374e40b46310fbdb584613..be31fba6f1ff4b6eb2539c3f9aa30adf7ddb526b 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1066,13 +1066,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index a54c5e2a44c07105750a0453a3410a74e5847a78..a84dba034845e5cc1e0acae9a5017495d374d9b9 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index b7e9a998619c24cc24c3178d9e0742527686c678..f80605a0d220b9413e0f19ef9b58b51df254aace 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index c5758f4b4b1f1caaade38204ab8e815bc666f3a6..bef9f320756af163cc1f407df096540b1bb171e3 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -536,19 +536,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index f4996658eee94ab24d29232797cdcc5ad9426b59..2954a2cd2eb069bb188d7cf6835f825dea129143 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 488920b8a5fa53a5f9080a068cd602e8a13354b8..be8cc4316cb2104a3b136e8d9681286a15b63d85 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.74, + "score": 28.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.64, + "grade": "dCR-BBB-", + "score": 30.34, "assumptions": { "scenarioStress": "moderate" } @@ -790,11 +790,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -848,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -990,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1009,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1062,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1149,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1162,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1180,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index 413d036c4dbbdd38a8897a14efb099efc0520694..db70ab4cbeddaed7822165ea026d0c976ddfd2cb 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.11, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.11, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.11, + "score": 3.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.25, + "grade": "dCR-AA+", + "score": 4.25, "assumptions": { "scenarioStress": "moderate" } @@ -800,11 +800,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -877,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1004,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1037,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,7 +1045,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1203,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index 93aedde8508be13d295a181c9de0cd568612f767..d42d2594673c5438e9786695534f46443b45c779 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -836,19 +836,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -915,17 +915,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -935,7 +935,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -994,7 +994,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1003,7 +1003,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,12 +1246,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f29eecc4b205", + "target": "357880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index d0408e4481d66304d423c5de0c059844c29e2fda..32fe3a1cc7949b2862d7beb8df2df7acc5e18e0d 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index 8a90e3d47065312d8c7f00172cd2fcae4c486c92..ca6a2b6a56432d7d18c7563cf2db09f9178ca840 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,15 +1016,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.16, + "score": -0.165, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b5055c5cda6c", + "target": "359090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-05", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-05", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 9c2cc08005b12e6bc8d57792f5b2fdc43c4d9826..53695d02c04f370458522a8aaee5346fc6428804 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -736,7 +736,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index 7f5bf6068289d37b7402db1fcd9d05369db2c36a..4d5e4c79bed024fcaf2c132c0f3f6d103addfdc2 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.91, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.66, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.91, + "score": 34.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.96, + "score": 34.71, "assumptions": { "scenarioStress": "moderate" } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2cb8c544a04c", - "target": "360350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 2dd3fb15743aaa3ceb603e1f2922b5c4b15bffd5..75495328991b18f9005b5ef412254d1dea414146 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index 9e9b573dfb243c2d204cc12600f2338cc9f35592..c3923e24352e63cd57dd7e8e4ce71276e9f4a071 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index d783559bb00fa3288a569169c0af69f01c52d91a..ebe61f7b5240cbb8eb0d27175a87bcbd747a4785 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 7443.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 7137.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,19 +1132,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index bac656b8cbaf155bcf8446e8649c3e8cee89546f..ac2bde90e693933342394df273dddea4c7bac73e 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,10 +887,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -900,7 +900,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index dc388af98e9aede8167102cab3f9107dc808b9ab..2e35415b4b86cd6d95fb91c84cea27888bb3434a 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index c9d690ccea700bcacac84ec07ce14ba068a1d034..e429449d5a8fd00f953fcb692810359b2c07dc2f 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.14, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.89, + "grade": "dCR-BB", + "score": 38.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.21, + "grade": "dCR-BB", + "score": 38.46, "assumptions": { "scenarioStress": "moderate" } @@ -747,7 +747,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a8b96c819685", - "target": "362990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index a656d66ab0a9ad7fd1386ccbe9e433270c543220..16c65f6b4b32dba5b731c496ad5d0911a5f73b3b 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,15 +947,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.12, + "score": -0.125, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,88 +1323,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:887924e1ccc1", - "target": "363250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index e670b401c3a81570fd9867cd95fbd8d9d0c91755..7b22a0f250f1fd7e96b0643a54f73ee639c93d1c 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -997,19 +997,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1030,8 +1030,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,17 +1076,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1155,7 +1155,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1164,7 +1164,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,88 +1399,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ce983f3a41a", - "target": "363260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.266 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 9042c2001af6d8eebcdf57090ffa482ddfa94259..e73ae4ce272cc8c1ff4e8370d110d389dde389ce 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index d22efec719c0bcd94c65ae2024a7b88def19c316..67b09c346f753fdcaa2e122650c388279bc928f7 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 65b32f9d6493c53bbf28f4f7ed4b1681053ed103..ba93838a872b5ccad66437fd29b8578897d2e316 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index 5f0c678a4f687548302195478c5996722514fd52..b4e5370228a2bb7767a4f86f02b8b06ef06aabd2 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index ba56ad23f60db4801a51642da0b8d94bbdebf1b9..b82dcd77ac6a034614bd7cc532e5394c6afa779c 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -937,15 +937,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.09, + "score": 0.085, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,10 +997,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1146,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index f6d5a7ccd95f7878d55b5a1dd893207d34772637..f4946c0909069e789c9e5364dd9b47d72350c58f 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -770,8 +770,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -801,10 +801,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 3cbd851f840a301abf94c3e5b9ca7fefb0c440c6..4fe1d16bee43888f28af8adfc5f608cd6354ddb5 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index f00373f238a9b4d1972558b8517c64be95f4065c..a67ef2ff08fc3adb026b88b00001d57931d67950 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.56, + "score": 45.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.45, + "score": 46.33, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index a7a37fa4dcc9c3887b77bc35119126c9b854ac2a..59633ace7cfa25aceac04fae7e33027c9b17250d 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index 603b912654a8d5a4169a991dcdab9d1451c1ca66..5e222e343d1b0fee0c8ee47cb60b211ffab1e836 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index da6b502c7c0fee513bac5857e341c6d7863efd3d..521ef8b23715117b8569d85ccab0e6034bef44b0 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,7 +1356,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index 7d61ba975fac67670669c1b62b7f8dbbaa78ea7b..87e91ca27da2db15bd38aa7b27333f6ce2862612 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 31a97e6c4eda814eeef619612a161a0f450d81cc..c88214cbff9808c997c53e44386f4ae8d3a3150d 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,19 +1124,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1407,88 +1407,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2ae89a54f64a", - "target": "368970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.732 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 5af1c6bd99cdeab7635865d61b97c17815c6c093..26591962debc5849db426a4c4c46c72963d911a3 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -942,7 +942,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.155, + "score": -0.16, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,19 +1133,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 22a2862942d1a1928cbdd587ea55fcfd39e938d8..efb5d2f2aa99ca42fe5edd1ff0c900d21ddbc708 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,10 +961,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 38b947ec28360cdbd1ae2383775d88128c67d342..5e29db57ed37133b76e4c64ed1137196552ec806 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 278.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 289.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 0b06073060813178d07522acad53713d5e24508d..e12d906c727f828bca5844b6247045e0a1d1933a 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,15 +996,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.37, + "score": -0.375, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,12 +1372,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:75ea61c59603", + "target": "372170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 8126332ebc53550b00c3b5fe1def3f9f21030bbb..05ef96cec6d35994cbd972c597610843021459eb 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -644,19 +644,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -677,8 +677,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -723,17 +723,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -743,7 +743,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -802,7 +802,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -811,7 +811,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,88 +1082,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:957d77cf04ae", - "target": "372320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index 96d6cb67f14d18ec4a674f49f153a38490767205..a211bbc6be17c4a691e4f484b883b857c111fa41 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index 4a12a236dc3335fd5d44b9a032514cdee9e01ac0..bd73a7511657babb320b6ee65609142a68b22d8f 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1010,14 +1010,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.505, + "score": -0.51, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1394,7 +1394,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1416,7 +1416,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1434,15 +1434,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index a92bdfbb588f371c3421d20dd229b405571a1936..a93a32a4058de397b34e65fd92b9ca05983b24de 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 4540c634f55cf340c06b4df268a2f35253ecee51..ec4dbc98f814b8f5a8ac0309e639cef857b4f2a3 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index 6b7240ca23cec413ecc19975a85ac0277720c67d..b550ae2a11af2e164f327438469c31113068d2cc 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -875,10 +875,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index ca0eb7c31f1ac858eebe0e569bef8e443a426dcb..afcf67cbf682e84057e8fdce8d54c843d94995b0 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -917,15 +917,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -943,8 +943,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,19 +1124,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 2f3f6916e4fff0a9778b34c781bd22c389fd84e6..19c1aa430fe1efe089ab486149f6b6f97d3d0cb4 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 72조 (시장 지위)" + "시가총액 75조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 198cfce620e51bb0615e2590e7d6a176d8d5ab5b..68a0a167297dca881f6e0556e24bac7d77771e54 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 3947e285b546d6a85ac654161e3624a7d547ce92..99e3a28f466d7c7e03b9ff66bf30555d14c73cd3 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,15 +982,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 27d8a6fb8ffb02dc2fed5ea9beb65f872b8994ad..1165eecfec95567131f1170cca776054925bfbc0 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index ec9e69de05aefb3a67398067603cfebd3e117a86..7a1f037f2eeba033cc135473352610fa5e92c602 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 167640010196d65cf22d0a03ceeb8345c2ff181b..93ef3a9b0cf8a130d1fcfc90b3a4fc035cbd07fa 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:188fa647c859", - "target": "376300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 0764f942ccfa6de1c2b3dc7d27cf9269927bd30e..766f8e3054b863a13a99af6bef76a3b0498bbb87 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 938.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1555.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,12 +1303,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f87d2da38a61", + "target": "376900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 7df73fa4b48e2a2e909bad2165e356118dd6c9cd..1e6d68f94eb5281fd7a8971484a960ec465f4257 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 572.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 582.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 1d82c797f03c22e5cca2cd3128dff75aa62d963f..706d2441dcebd484449588b997157044749a5fbe 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 095f40813431ff97ee2bddb71a6732580a23f7e6..53820797897fc839c6651539990012951a4f0c9e 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 875.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 871.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index c02ceee6a03c2374f7eaa048a710593583950c8c..29c696d07d6cd454346582ba8cc95a4e3b5aca03 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -536,19 +536,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 1426b5a966af8a2f05e39415dc398b65b9d2ea71..54dba0610ec04fa9dc7eaaa095b6f2ce19865619 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 09ff4c752117d48b92d914657c114b70aa0b8ad6..b1aaab85df69cda9e5c51e0db79b900e6506e749 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 5c999510bffcf36ed2d59481ace72914533fa7fa..9e6ececdcb5a297a9e36957555425fe0eb65c64c 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,8 +1373,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index a1a3c0bde1cedb114d0bedce07964498619cecd7..f1ba23eac60f55994aadcb8d9eb9c7adf6d3928a 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 9b263dd37189f8b6a77611ccab3581c1096f74c1..1ef58d4fe33fe31706f31437c0826c85ee8d5422 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index c7a6bf1131077ba3d62b60c9cc0b0392a5ed0ade..577dcde71c90cf6bbc32aec79eea22beaad5cffa 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.34, + "grade": "dCR-BB-", + "score": 45.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.06, + "grade": "dCR-BB-", + "score": 46.44, "assumptions": { "scenarioStress": "moderate" } @@ -774,12 +774,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -967,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index d1e4f6853c91b365f5c4fe0c8fd9a45c6435347e..a8065fd7c306613bddeb922e72771500ba0b8fc8 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index a1e8f7edfed5e088fd0dd7d596b0951ed35b630a..dd93092d717ec2f7a001a0b1b758d7dae276e05b 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -925,14 +925,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.54, + "score": -0.545, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,15 +1356,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index 6c513a4648d3db12197fefb4b5f48572f38b6e6a..ea951012dc6dfeb7cd5e1a3701ae581a38d1585b 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -747,19 +747,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-03", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -780,8 +780,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-03", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -826,17 +826,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-03", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -846,7 +846,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-03", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -905,7 +905,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -914,7 +914,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1164,12 +1164,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a5cc49534635", + "target": "378800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.656 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index 84ff6ab3debe7a459d849920f82d19df2746bce2..dd20508fb2ccd5b68331364509a3872060fa07e6 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index b0b3565d82d177085bf4d212f265fe0d7e1bfc55..4a4079bf26159ae5f39ba57f49ce51b009b8c47c 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.585, + "score": -0.59, "direction": "negative", "sourceRef": "expectation.score" }, @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 39ba67a85b9f7bd3843ce767c5809ecbfe89b1a9..516b44166321833839e632976c80e9dcc076246d 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index fb5dac9f2894050046f79b609494de07ce123b75..d00e6403578400300009dc43a20ec89e71a3e8c5 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 55bec258f4df166b09065a08a113803bec84c414..96c419cc77f98e6cc0f5bd45ec9bad90ee6e58c6 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,10 +1164,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index a9fa025da9214a723d062ced1bfa856eb86c8769..72163d1800996cc121105f3afcbe4a45e27ff3a3 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1165,8 +1165,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index bf40474fcf1184451682a1356ee69452be039782..aa45ecd618c55ef36fe4f73bd8d5a7c473bd5f46 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 23.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -611,16 +611,6 @@ "contribution": 0.95, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 43.69, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 13.11, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -630,6 +620,16 @@ "weight": 15, "contribution": 4.48, "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 24.75, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.71, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,12 +673,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/382480/axes/채무상환능력", "status": "derived", - "detail": "위험점수 43.69, 가중치 30%" + "detail": "위험점수 20.49, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -767,15 +767,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 26.9, + "grade": "dCR-A-", + "score": 23.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 27.28, + "grade": "dCR-A-", + "score": 23.41, "assumptions": { "scenarioStress": "moderate" } @@ -789,13 +789,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -845,15 +840,15 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { - "totalNotch": 1, + "totalNotch": 2, "reasons": [ + "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" ] }, "divergenceExplanation": [ - "채무상환능력 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -871,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -998,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1151,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1165,7 +1160,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1178,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1197,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 6f0e632da029e42883a4527feaeb83e12bb804db..6abba96bbb2033d08205f632fa3996bdcf570bfc 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,88 +1384,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c4c2f6054d1a", - "target": "382800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 46b116f957da8c208f430a202a4b87007a95323f..6e63dbcaa9a3e895cfe843e4f8e666bb1178928c 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,12 +1387,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8842594c24bf", + "target": "382840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.56 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index ccf76c3bf12226feaa47d117d9e445e0d5d93bce..3332c426fdf8643017b0b8c3ab5ebe9672a0731b 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 54a57ff4801e81202ebd96a98b78cc75e790d9a5..e412c7c6820342e88c12aacfea9fc6c81536465a 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 0a4af6a857dc4dd72694229c55103a94b20107df..523d60b853e63d6a91d97325043ec060c3a9641e 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -985,15 +985,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,12 +1528,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44d6ff39da0b", + "target": "383310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.34 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index 7ba709ccd174baeac5c031bb394c57998a200730..065cd3a4efd70b3da5958a0e8fb41a7406683831 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index 90b4435a543b8f0422eb11a1c0f57e3ee867c8d9..e587d7dbdd5c75ef99952a640c5998b3b5e09380 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index d7447692060d064e29bd64249d50ee97f39d23c4..d1218369491eabbae3d98175d328714808767f5d 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 54699cad8a5230dcb50648d203b97ae07646b27f..d767318dfc22eb18f3aa0bb3dfb4751af862ec73 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index a6ec5d81d1040e1ad455c4f9aa52710ac8845779..7c5a3f038319ac8eec87bd626cad463662c07445 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index 31814f149e120397db7d6224d4c8681b8516e04f..b04f8a2205a663259c2939ebaee4040c7496b52c 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index be19ad7c5efb432f89c0acddec2040b8038e57d1..10f04f3507febb9b0b3014650269635c8193be3b 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index e6c6251e4cb4819e4e64fd66185fcf43fad204e4..75f8961e61451a98cf9112bcd09ec33c5c0fd52e 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 118679f799bb67189ea4f1404277966f68161093..0598cc7838db219fbf4cd73cedfe9ee06c1529d6 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 8af949ea91817cf928f2c29f5da1214f269b6ff3..0abc772513bd63d141c4eb25457f1b1b2bf1f000 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index da6477c4f54acfa80f3e6b6d4e801abf4cbd6c6c..3bcb4367171fae3812b4082361c89189feb75fe2 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -754,7 +754,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index c2c0944db75ceba675429d3e0ea48dfd16a026a1..0a109fe8cccda576cf1089883b40dbf226eaf63f 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -650,7 +650,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -694,7 +694,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index 6ae619b1d48025f357547df3e76925b291f8561a..a61de4de6a6bba77725ec96b4913aadb20b375aa 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 27.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index b8a3464d6e223c3733c6537520960fb4098dfadd..a56a9f054b156cce10fd1671599fe65224021dd1 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 15.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index e6ec4f53c649df9c6e56c9e5bf2a805f8ca7e16a..168d850fe3ecc133a4b29f58335878496d2def69 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.48%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 52c5327f8a9585dd581588c1a7567126129f53db..da30c8536382df915392f7d30a9d3f80b9d86890 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.23, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.98, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,15 +694,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.23, + "grade": "dCR-BBB", + "score": 26.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.53, + "score": 27.33, "assumptions": { "scenarioStress": "moderate" } @@ -718,6 +718,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -761,7 +766,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -780,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -926,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -957,10 +962,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -970,7 +975,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -979,7 +984,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1047,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1066,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1097,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 92901e33ccc18317e7ce0a38ccece58bff13dfe7..f92a700d87223b269a1335a763bb8423496927ac 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index a0238884a1219fb5db247ffd2137215de7bde001..caea0ba6ef7ced3f1a4efc77e90b3e688532e319 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index aae32fd55247cbd22c50c86f5889648c915fbdc0..853ce806b1e94f465a54f078bd324b6a704bc352 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 779afa8f2b360756297b37459b2ec72af6e5df08..4060d9624604f03f3f017cd2b837a956d8b3c8a3 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 59ea0cf7111a41dcec6dbc3155bd9b4c8930100e..e2c6204e1014671d806907e1b3bf6480fe043a15 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index 341a465f7828ca652b1a5f72097c6353ff3ec1d2..3b62ab80b3cfd0fe99b0e445622460dc61de551e 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -930,14 +930,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.3, + "score": -0.305, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,15 +1448,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index f5a05dcccd7b63fa2492cfe9992cf97af6af0902..f869efbdb5b8e0c67c7e52c2e6b75d106a788661 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 9de29346fafbaaebce7ffc74759b610f9252459f..2b2e46384e63593ab840b3b12ec3fb0338d707d0 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.62, + "grade": "dCR-B+", + "score": 48.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.71, + "grade": "dCR-B+", + "score": 49.64, "assumptions": { "scenarioStress": "moderate" } @@ -759,12 +759,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 29.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 673e3f8fb90206d2ba07c76a3584bed631b52a6c..511c3fb63ed4c32a4823a6a900d8d23d698c1764 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index abcc729e7b154214471946e19891a8913a511b69..83d2afb51ef5bf29baf8700fcebd50b4e5e10e47 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 22a81940c104066649e5e943c4e196b2bf03f870..15a56ba7c0291e1011a4d370deb5f45fded1f8a5 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,8 +409,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -534,19 +534,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index f18a352fb4a6ee7a1c042ae5af412139668bab7a..47e574866d2afb518968242de4ed37895d499000 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index e4e14e143c013cced09a8e8bd7960e939888b856..6386ef2800eacd21658e37517ea258277b5cfbe5 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 144b28e176902888dd60d744b9c5455e424862c3..9ccbcc0fddf14cfed96e16f0670a849e120aab8c 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 94e9099996858a58706a98ec7965968d49914a0e..7bd3b7cb7c717468f5f82e6d216127ad3e847738 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -10,6 +10,229 @@ "macro" ], "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "396690", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-05", + "dataAsOf": { + "latestPeriod": "2026Q4", + "earliestPeriod": "2022", + "periods": [ + "2022", + "2023", + "2023Q4", + "2024", + "2025", + "2026", + "2026Q4" + ], + "blockPeriods": { + "representative": [ + "2022", + "2023", + "2023Q4", + "2024", + "2025", + "2026", + "2026Q4" + ] + }, + "blockLatestPeriods": { + "representative": "2026Q4" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-05" + }, + "period": "2026Q4", + "knowledgeBoundary": "2026-10-05" + }, + "status": "partial", + "conclusion": { + "label": "판단 보류", + "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 필수 분석 영역은 1/4개가 관측됐습니다." + }, + "confidence": { + "level": "low", + "score": 25.0, + "method": "requiredDomainCoverage" + }, + "drivers": [ + { + "id": "debtRatio", + "label": "부채비율", + "value": 165.71, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + } + ], + "claims": [], + "evidence": [ + { + "id": "analysis.earnings.growthTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/396690/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.leverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/396690/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.coverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/396690/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 1, + "domainCoverage": { + "earnings": { + "status": "partial", + "observed": 1, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "observed", + "observed": 2, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 3, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "1개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": 0, + "drivers": [ + { + "id": "debtRatio", + "label": "부채비율", + "value": 165.71, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2026" + } + ], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -20,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -142,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -174,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -194,8 +417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -214,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -282,29 +505,29 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -319,19 +542,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -346,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -360,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -368,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -376,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -384,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -400,8 +623,16 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/396690/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" } ], "assumptions": [ @@ -418,12 +649,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/396690" }, - { - "id": "macro.company.analysis", - "status": "missing", - "reason": "대표 재무 근거 계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "dartlab://analysis/396690" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -436,12 +661,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -571,20 +790,36 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 1, - "partial": 2 + "partial": 3, + "blocked": 1 }, "gaps": [ { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: lens product dataAsOf 는 knowledgeBoundary 이후일 수 없습니다." + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" }, { "engine": "credit", @@ -675,13 +910,6 @@ "sourceRef": "dartlab://industry/396690", "engine": "macro" }, - { - "id": "macro.company.analysis", - "status": "missing", - "reason": "대표 재무 근거 계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "dartlab://analysis/396690", - "engine": "macro" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -696,13 +924,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -745,12 +966,12 @@ { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index ecb5aa6dddba56e7ccf8be2e05d9283e7671c317..7528c071739e22e0671780b3bb4dffc7796c17a7 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -679,10 +679,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -692,7 +692,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 9338350b7af2af01dd508f23ada1aeba877e9ba4..cd6a6b037d3f50ad97756fe13fbe6e0fd2b61deb 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index aa72d83d94190b6c94512ac3e490e25c6bd606d9..21bc5f56d34fd84821c281fd9c3f4a47b92bac09 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index a8d73502f44b32fbc9df47f53e9d39b22aec01ea..36691e97be590fb71ec4a9277bf28214605f6178 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -992,7 +992,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.725, + "score": -0.73, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,8 +1416,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index e035e27a7795390fa1b03c16b96a01295026beb8..7a81edf852b9b19a09866ae6bd7a19dd4dadec66 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -398,19 +398,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -455,7 +455,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 12ec61d0d9d27977ecc1293a9bb6ecb37d6c49ed..1f299b067be5c96300abc9e490524da1d9138a12 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index 876f1dcb1c3bcafabd99a8f86f0b6a5c15e669f6..fd910b4d1d03f40033203e38bf51a6ffc0f64113 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 98f75ad2c71461722b7344601ca952909774e693..f376fc7a558442feaf474c52e2554ba759a0085f 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -977,14 +977,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.875, + "score": 0.88, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index be26f293fd7910892f7938fc2148161bc02c26d5..ec21bb2fdb4cf29af5af2d9b42a7ae31cf3487a3 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index a2722a31243e43b28449640f1e5dd50f3aac996c..086fdee1e74b0836c053eb9646a8fa437f34e219 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,19 +1119,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index f3034145498001b40728ccd17ac3c07960ef1bea..42cfc67be1bd10f1170a390d7884386711ec2688 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1048,13 +1048,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1063,7 +1063,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 33b330866f9c78133c189b8914ab9ee8624bbb20..ca1b61db338742c65654e2c638d6378f07c56a25 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index 8324e2cf22eecb1247880e0af96dbd7b22e3e71e..d1ba91268dfdcbf7f828bcb7aa1e9d152e0607be 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index c5791c47b15a14fce3e5b687bdeffc5c038f9076..67cdea38f6d9ab4e9badd0d5e8b2ec4c2ab6e326 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -396,19 +396,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -453,7 +453,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 775f0f27173ff0df0d2278108587895b69cd89e9..912e69487e40281a357844246d8362c6d64aae39 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 349.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 340.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index ddbd8796b59773529acf611ab9ff0615b6751edf..936ef4d3553183bcb80d022439ad4a3eba7bfb4d 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 7e1b77ecb553bce2d6e626e96e7f0acbd1649f98..3d2b5bc7ae086ba5f76b0e97940259e89473a447 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -921,7 +921,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.275, + "score": 0.27, "direction": "positive", "sourceRef": "expectation.score" }, @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index e7e8545d987c45c5d9011f8573425086cf38f143..c4a6ff664f068addd1ea8eacef110cac221c893f 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 0032e3e19e76bbc84ce7758da457a6a7b6ec7578..27137af96191f017fe917676f76312cf7bfde416 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,14 +696,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.27, + "score": 33.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.29, + "score": 34.04, "assumptions": { "scenarioStress": "moderate" } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index 1842c5cef8c0a30fd46fc50b65d9c98d14490d89..5a586a195b5982a8fe354e8e06e4c71eec3980bc 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -491,7 +491,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -535,7 +535,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 9aacb63f268aee01709fa94a0fc651d049cf3255..a008f85f640dcb9510fe55b94b6f98e0b25d2cb7 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -856,7 +856,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index e01a9cf51d2c7582a47709a6b8d991ec06ac5b19..2500d56fe80e3f068b96bb594cea4079dda2114d 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -993,15 +993,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.055, + "score": 0.05, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:66232aff94ad", - "target": "408920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.79 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 3347f7c242fc0c2b8cb6db4883721e5552e0e43e..51e34a5535c6dab62e4e34c38b001b57414fd274 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -431,18 +431,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.34, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,15 +625,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 23.34, + "grade": "dCR-A-", + "score": 21.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 23.35, + "grade": "dCR-A-", + "score": 21.35, "assumptions": { "scenarioStress": "moderate" } @@ -692,7 +692,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index a124a21d419a6ddc9bebba110ede2849a06537aa..4bfd81f3c89fd25fd1a584335860d4fbe763e9cd 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.35, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.71, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,14 +693,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.35, + "score": 37.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.22, + "score": 38.73, "assumptions": { "scenarioStress": "moderate" } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3db833873f54", - "target": "412350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index d10782a42edd99db1594306e8ee5fffb87eaf26c..9dcbf9bb04605a0b6f5f5b06de97c888a477f22c 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index f871bae8e54eb747d7bca0e0a80cc1ec01757f4c..1f20ced873aa25137b66ac793b843bd6827777bd 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index f7ef6a7259ef94d61f77f9752d6f436c4d377408..facdb5fa1e5aeec85cb333e3c3d33fd80ed096ad 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,88 +1358,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15736728274c", - "target": "413630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index c9af2ae5574d6a54e28780e8438aa372c69c9548..2254649c2ddb012863d2001275b8aee90c4b9959 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index c979d8c00bbf0c3eb0b4c315624136e9ad0de77a..985ffa24b6b0df45266651e42c819a24f7755f74 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 43b0ad63a810ba18e16c240f8f870014ff93ac91..def5c32ff5415cc98f3770fc9c1df4ad754c08a8 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 00aa73db9717b880d1bdb5cb823e642a9eb04886..4ff1aeea90a1d76085c38ae5925e15ad9f2f7568 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 32.84, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.66, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,15 +745,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 32.84, + "grade": "dCR-BBB+", + "score": 29.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 33.24, + "grade": "dCR-BBB+", + "score": 30.0, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,15 +1417,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 366be497bb0cd3363129d57e2fa467200b39de32..597acb15dd89362cda59b3e27ff139d79d044db0 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,10 +1129,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1147,10 +1147,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index 3f871d6ec007bce8f55e596a13f9e4c27d0c51b4..a04693af56c61d2eb892b81e7bcbcbeefc8617f6 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index aa1c242f0addaadc5ed8180cef45227d208bea55..0c1e236f082c9b66bc3531d6f6f6e864437024a7 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 8712666f8ba70e20c210b65691c89de8f8dd3aee..5a6507c0599de3d0bcdff4739e5375968dc8145a 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.69, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 32.22, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.69, + "score": 32.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.79, + "score": 32.34, "assumptions": { "scenarioStress": "moderate" } @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,88 +1308,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8f33df48689", - "target": "417200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.831 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 8cfb9972419c9d4469f8cd44bda7586bf03c9bba..2954c913b4a284df95819585a0906a64711deefd 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 29f3b09996e4dda74011992146ca51a4f6aaafec..bece564acc9e2ad81e31746ca23ef8d194d8135d 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index fa3c9db39d0b9870d9bdb8e86f1047af072f099c..e2eb7afd6bdad8271a13c99349dcaec8157c9dc3 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 7f8bd13bfb5cea5fa7cc04a66c22bb7a6d0e4e4c..6ad487e401ef549a860cbdba4c4896d9a6b7746a 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.23, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 35.45, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -503,14 +503,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.23, + "score": 35.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.01, + "score": 36.22, "assumptions": { "scenarioStress": "moderate" } @@ -544,7 +544,7 @@ }, { "period": "2025", - "score": 55.64, + "score": 56.5, "grade": "B", "pdEstimate": 7.0 }, @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,10 +765,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 722810f0244c0bbe81407365a053db685479fc14..91391c43bc982416281eba6f8063d3e8af0c7201 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 11a62880eb74f8ced590c7e78e80daf25fd8d095..9fb26e4b6b326aa3de39b54bdc2fb52775e1c07b 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index 01350ef344f9e1be5c5d4d04443a2ae336bd7a2f..f08ceb28199756fe5b1742e497bbad73c4d42761 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index 9d87c83f7b6ba8c5015af3c462425e9c232c79d5..cb143e335bae50238d6365a4896815b283358fde 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,19 +871,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 262b9bfc11f275fa5d727395fd1f07031185fca7..d9d142f4ffa7e87175726ebb01e6bc0c7b9e1f93 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -739,7 +739,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 96f27caddcd5fe2b79060079efadc9bc5b6cb56c..9e4ba37fcc1df8c370add27a03bbce1c9bcd9b8b 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 611.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 595.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 018b9e85634fd5ff7b94451fd3ed96720bcca95f..c69c194edd4fbfa66868fb36d4e31b62430840d3 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 43.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,15 +757,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 39.81, + "grade": "dCR-BB+", + "score": 43.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 40.22, + "grade": "dCR-BB+", + "score": 44.21, "assumptions": { "scenarioStress": "moderate" } @@ -824,7 +824,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -835,6 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -978,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1004,15 +1005,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.315, + "score": -0.32, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1102,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1177,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 02947322c81a17ec12a21719cac8b333161df2b7..16f9818211a00d9f626f2fc88600c3f9392e9aa0 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -857,8 +857,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -888,10 +888,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -901,7 +901,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 03f971548580eb66f1ce81b989f6318f8c6f1830..b8c4d1677492b5280e6f1742f99c1381bdd9e4c0 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index 026d3da1b80cfc5543e913e41487bc4f9c4d8d90..e81b3943618e65cf93e91f5c7fa3bb56ce626281 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:03b90a49e1a5", - "target": "419530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index f3a63841294339412ebb72a7eac3bc40de098188..4e97a3ba7ead01e462b893e15b2ec40642834c00 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 35a8b97beba0de2a03dfd004f2cee7555ecb70b3..74fc2a42b89506e8976780152e5084834f3f6460 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 56255dca003bec2c9e828a0564324a0205afa414..925b2fd69b2d7993c58413d25dd8939e9f18f73a 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 6c277e48d5c2a9cf3a20ac715e94431570b835b7..d222931c660091ee8057a0941604dbcb14e01f57 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 5ebf7b14836cedf00d1c42319534c03dd184f33a..fbbe96850202527079bbc24490b11294511efda4 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index 78e15c6185ac223570d22242fcff62c7b68eb711..01fd6af9b55bd536efd1e6847a3ea0b9642e034e 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 22.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 8168dc89d84bef9ac532042f317ec094e261c380..feb6fe053af1f03a379cbac84dc481c445bc7a6c 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,10 +751,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index e5beae6d0d984a44ea0a43f369a25ee257b72259..30fb64875ee522ce8b3fdf2ec4bda6e791140aec 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 70e69a83e05188a85144ea92dfeac94aeebb97fa..599b18598008550d36582dc631ac122b17bfbadf 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 0412cab0b6d2da1a556a8b08b5917e693aef76c8..0378fa2a54b321b3ba553531e11f66f10cc8e9bd 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,10 +664,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index e6fc64a5b14acf27b2b8d0988b4d3983f889a4e6..5f1eb9f36c3f82e20c6464157b2a314665fa2cab 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index be2e0a922902578eb5cdf0e863e7e0c10755ea07..b70d30c17d53cc1b894b37bc6a5bd952b35a979f 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index d529b6aface8f1fd66bdc463e655ca697abac3a7..fe45f637ea49235c7a107903e27acf4dcfacb7c3 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -841,8 +841,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 2fdd7b85f49f78484735b6d09d17274f9882ad35..2e6aecfabd68f0139a75bfe8a0b25276dd4327ea 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index 11b00e2e5adc8f0c03679646f9772112c37bc774..eae8f1f4a1bfee56696b89b1c9b151095ad8abe9 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -563,8 +563,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -594,10 +594,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index e547597b61356bda7af7c89e7d951ce63be7fc0c..ff99d0bd09fd741f89f84f6905efc91d146ab353 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index d8219b95499af5fdbb7184a7af3919a2a0eb189b..df36a18a39a2e8c8e0152cc70c53598b3bca5ddc 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 9849911ca1fa418b8ae69932c574d1977632967a..6adf11a7a9f0f8c00b6de86681270fef192483e9 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -753,19 +753,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 34390f8d8d02e60bd48e75695ab0415532128194..3e781e859108bca5b5d54126a472aea53735dc6b 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1422,7 +1422,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1444,7 +1444,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1462,8 +1462,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index 0fb3e831ec5f50eacf4281887b6720ff6e8e0aaa..ba284e0ac8d38f1cd2948c786f394d02e18475aa 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index 2a9c5c1de082002351362a552590626911e0f6c9..3171357ba5606a8b0dbb8b834456bb462e0cef3b 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index d25fc5565a9486dae94543432d7ef6c26111fc7a..70931324f368ede53c6294cc8e529a35e7feb061 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 29515e79c08fb7e827a2d9c3244e253af19f1400..78d403cf61a2afd050bd9ae8326090975c4b1e7a 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 73b7ed5c5c82869c328c2b01c082b0d19084bc17..70635fd1ef03497a37ee16d0c7d4f2bcaa85bf13 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index bd27b6ff1a91b752f063c6e4bfe5ef713fc78f76..8a9ab85a1bb7c68456b76f08a199a625c30d8219 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index 90bed11c5834688901a7ee7e51a05a11845fc1e4..ae40436c7dfaabe6f4c3286f9667498705183f44 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 37bfc1e7e06b15c766148061bac6c80879ba414e..6b968a2b2f5267693299658e8e3beb727619b9bf 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -822,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -855,7 +855,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index e681d419e30f8fb8d89706f39a5943f9b0ad1672..2ab39c2e5fd11312bece36dc4ba7d7348e50b16d 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index e54eb169357e5adeae728c0a5b340391d3c21d36..3607b12ddf8a133a27c4a949e26ee8d599cc7a22 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 3b7ad9813bb95de05a1cca9cded21606b7118cf3..7b45bdb2b25a156cf1cfb861d6702cf138cd1a99 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:686b37cc821c", + "target": "443250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.716 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 6ddc7a32308ea8b598a517fae6109a5231ec4103..85b0e38b36606fecd56310091a436fb8332b64b0 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1414,7 +1414,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1436,7 +1436,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1454,15 +1454,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 6fae593ddfbe947142da68d20cf565c44d0d5dc4..4d8b1f30cf3af42f08d932b14cab76c6dc94d458 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 706f74977c1fd061156daa7d28636d911d692199..645aa3821cdbcbf09826ea688d03d0042e58e7e3 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index eb5d096d2f0ad0996f71e6e4fc392f6f9f285c3c..b70d62d37a7e0633dbb4f71e80e70cc31fbfa89d 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -923,7 +923,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1401,7 +1401,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1423,7 +1423,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1441,15 +1441,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index a81092aa3865f1ec92af04fedb6e20982ae05ecf..007af0fb52d37703508f8070e82cc9ef796bfe9d 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index eec4757e972acc909da07ccd009ad0d939eeb8ec..bdcfd84f217a519bfc123512d7035680cd2682ad 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -833,15 +833,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.585, + "score": -0.59, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 732e42c15ad93cbce75931645b361932abe8de4e..21b44b1ddebdb77c0d15a86e65fac606a96351d4 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index e317ce3cabdceb9e8580b0d72f7741e264481504..9e537c0fe508457522833e1735ee4845f547f833 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index 95fde76d4d40b20fd127331600c41fa0e2a88edc..a35315955a505e1202a17713702719884eaee648 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index 634b007486730ebb7a544c4223a6a1e23c8166a9..c3654f340c8aaeb3ef6c0bec8b2ca3f0f5c74505 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,10 +666,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index 956826f2d8e8b37efe868aa3f6000cada42459e3..ab054aa227329a73ebcf7913c686ca4b58b43288 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 0da6ca76e6e20d3d8a35fb6db4534e3dcb31bb9d..836ce363a9e28b48ceda9ba46d5a162575bd3b02 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 2124915849ef38be4a730f8d9a2f9ac6ccd29bec..ef288e50cadd6b9b7b2af2d77acea0ad71558dba 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -535,19 +535,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +562,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -592,7 +592,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 812d230d78f677f8d0e89a6e3977d2df0deb875b..42517420a429ec2db755a97235af2519cb79ad24 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index ff060d041f1129cb163a452ddc501fdc805788b5..98c060810bd20600b1279ac1d03a6b7e212ca2f2 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index f2e6079da3fc50b2bd2effd495ef69f83b84c779..94531243be115022066bd3ccfe531dc21c1fc3b6 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -238,18 +238,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 27.68, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.37, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -288,14 +288,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 31.41, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 41.92, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 4.71, - "sourceRef": "axes.유동성" + "weight": 30, + "contribution": 12.58, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -339,12 +339,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -382,7 +382,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/450080/axes/채무상환능력", "status": "derived", - "detail": "위험점수 19.79, 가중치 30%" + "detail": "위험점수 41.92, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -432,15 +432,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 27.68, + "grade": "dCR-BBB-", + "score": 32.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 27.99, + "grade": "dCR-BBB-", + "score": 32.78, "assumptions": { "scenarioStress": "moderate" } @@ -499,18 +499,17 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.4, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)" ] }, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -527,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -649,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -668,8 +667,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -681,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +698,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +711,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -721,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -808,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -826,19 +825,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -853,10 +852,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -867,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -875,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -883,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -891,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -907,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 8fcb9e6e4de2d292fc4c3585d8d4435b616e72e3..85a88e089ac542e48ee0e25feef0335e4494db94 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 246.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,19 +1165,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index 847316d6fda892b3ba5240b1b26371fbf8ef5e5d..930503ba3fd4ef0ed7725bf40c9d7ff5ae4cf48e 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index 4e7b59409b624bf6fb81c6ccb0976c270ed855be..d528a756e3083942ae663eab17b829d9a26e43be 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,15 +919,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.18, + "score": -0.185, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8ce870376b9b", - "target": "450520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.578 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 2f3b1ace7078e8c92843604d2ff2135ea92456c7..8a93ab3d795302eb5f254532fa338ee3c9067180 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index 9e1742d6f2c9561e19b3611d00240d45be33f453..a663e3d9773976828de661729af96dc6818c65e3 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -693,19 +693,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -845,13 +845,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -860,7 +860,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index a2eec0457a6bc615779ff2b3cda12ff52d5d68e0..c37c8bd0569ccb33d0693d42e8d8abe3866074d9 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -490,18 +490,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.20, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.87, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -540,14 +540,14 @@ "sourceRef": "axes.채무상환능력" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 27.89, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 30.34, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.18, - "sourceRef": "axes.유동성" + "contribution": 4.55, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,12 +572,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/451220/axes/현금흐름", "status": "derived", - "detail": "위험점수 24.05, 가중치 15%" + "detail": "위험점수 30.34, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -685,14 +685,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 34.2, + "score": 34.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 34.99, + "score": 35.66, "assumptions": { "scenarioStress": "moderate" } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -898,15 +898,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c13429e054d", - "target": "451220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-27", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-27", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index d97a844e7dcfae64435447809e9422912f7ef7f2..65d851057a57d25d84feab5bf6b8fc787e6b9f02 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index efdb8a760946558402e3b150732c91cf32c74561..40c578ef2e2627aac8fc6be2baa8d55d4d7bf438 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -792,19 +792,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -849,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index ca597ed93a9b014748b243fb2edfe7c407546a2c..68e6b67a182e9e5e8541200d01b5c796fae4f4cf 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 1bd83b96d199075e9135c572d00ade1ec95321f3..242241cad1e5f140e94b8bad33c0fa8737b06ae5 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.27, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 38.12, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -594,21 +594,21 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 51.43, + "value": 53.54, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 15.43, + "contribution": 16.06, "sourceRef": "axes.채무상환능력" }, { "id": "axis.현금흐름", "label": "현금흐름", - "value": 29.39, + "value": 23.73, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.41, + "contribution": 3.56, "sourceRef": "axes.현금흐름" } ], @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,12 +634,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/452160/axes/채무상환능력", "status": "derived", - "detail": "위험점수 51.43, 가중치 30%" + "detail": "위험점수 53.54, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -717,7 +717,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/452160/axes/현금흐름", "status": "derived", - "detail": "위험점수 29.39, 가중치 15%" + "detail": "위험점수 23.73, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -747,14 +747,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.27, + "score": 38.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.06, + "score": 38.86, "assumptions": { "scenarioStress": "moderate" } @@ -815,9 +815,9 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 51점으로 등급 하방 압력", + "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -987,15 +987,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.295, + "score": -0.3, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 252d937a4bd5de00f8dd2f94ef492200c02d9eaa..5990323b2d761203263b1752dd121d5402ab8ca1 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 2bc23cd54ff5cd78a6b1f05ff44a11762a9d26ef..41138cb678c88be8e17531dd1d70cfd18518914c 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 9c3a32505fbf0efcc51bbe3460149e2249e619f1..50b199d235bf1ca5d79f4fe4153184215e5a442c 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -561,18 +561,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.99, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 32.33, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -593,11 +593,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 13.04, + "value": 10.89, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.96, + "contribution": 1.63, "sourceRef": "axes.현금흐름" }, { @@ -613,11 +613,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 43.8, + "value": 41.78, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 13.14, + "contribution": 12.53, "sourceRef": "axes.채무상환능력" } ], @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/452260/axes/채무상환능력", "status": "derived", - "detail": "위험점수 43.80, 가중치 30%" + "detail": "위험점수 41.78, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -726,7 +726,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/452260/axes/현금흐름", "status": "derived", - "detail": "위험점수 13.04, 가중치 15%" + "detail": "위험점수 10.89, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.99, + "score": 32.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.57, + "score": 32.92, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,19 +1165,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 53f0727012374179a2c741faa951d7b5ec03571a..094d43b3119090cd1e37c931df8df5a2fbcf527f 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 59a3f3af10057ab822f485cfa2fc343c599f59ae..6ab7639a502b7a12dff575c4885a2d0760b27edf 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index b9885ba0d81918bda93ce095271b9473ae8bff23..f3adcec7c6cad6a97b73f6b543aebeb55973f7bd 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index e8554cb80126de6235ade0abc26d379ee6aab230..8725eea50f2a7dd5bb32f175bcc4b5d54f05ddee 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 9e75c6569594554fb5e06763d21bb80bbc2b364a..e3af6476bb1bb46bdb0f4620a2a4d2a8741087af 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index 4da8075e33ef3112f1069078857417d12aa2d4d4..344536816916b93915efc7e0db045a3ede05c3ab 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 2e4174421f31b183e99338c21ea2420bead7456c..f42f3c450f248d35193b4635bd85d0580fc0ae0e 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 368d9418874bbfcc78bd9bbc94e4334b0137a923..13d795e0413b48f85636da34750bcb5826acbe9d 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -962,19 +962,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1114,13 +1114,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index c98167e34d51a552c677160808bf45bca1daf96d..07c9ed8bdc55d05124dc3c8014655dcf61958d1e 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1260,88 +1260,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:dc18443a5249", - "target": "453450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 708f762e6b02883df40c2b0071924a870df2eced..f17a8f4d92c9029c49e83a3689fb6ef0095f8199 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 23197e10162e8d5e680b26c16a5a1f5fb82d4d55..ad9084dae718df266d55c2e16bac8a1adeaf6852 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 24ce5a671710c1c6f094499cf6d6d88f75ddf882..8ff129a2818192384de65b26508cb968c7394927 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 8946f70a7dbb33295b300a5c05fa32c18500c2ee..16934b4c6bd10d843cb0edc7c32a0d89c9154316 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index e40bcd29dc2da95425988502c81c0a790be8031d..f828155de8b58a96128d17e31eb65bea09bf2694 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 2286356645e9712be8c4d6d7d3a5a0baa215401d..6013dfed0d4467693254aff4a0c8445c1ad188ac 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 86d52d8498558844730babb7c4eb3da615902029..0f0b23e46f24c4883558b34a7d5469a1fe9d8d7e 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 99afd12b29b90b8bf23851f55627322c325b1498..85381bc15b4396b8b5cb47b8c55642f692881a26 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index ac9ff3ef6a46e9b7ad6b153fc338a37619139ba2..7de47baffe27d75050d9e6bd0750992c8f76fbca 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index e244a2a432f4b26c9e89c918309066bd59477c91..a4401ffe10d2fa11c11ff82139d72cb5f63ab3ae 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index 0fdc11cf26bea2eaab0d8a0390fc3fedff84c014..b9630d6b4fcd8229e5de142781f89bcf5eb306dd 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index 83d400b87f5f7cbc2b0c60fecf281b4bc2d3d180..66ae85ee7c56531299c91390b1929aadb600ca31 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index c76531d2e311bdd66bef301d35b41a2d7881659d..26167737d3628d51f94576ad1a2671e9072aba19 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 670b6913a8b856f64981e37f5a7e5670bd32c4d0..22f1941ad3e5b90e573672ebecfdbb18fadcf237 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index fb81cd79f29b61704f7e6fe9a2ec1de0d5df5547..1220c5d66e80feefe1824e26a4db172c527f02fe 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-01", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 7145cc07e64a5d11de3a5956e410c36a703314a4..ead0b13ce9fe0ec4c0d79ca54a6fe9a3fa5f9e39 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index 7263a7f2acfc4c425b1d5a0c23ddde8797dfb7b4..c0d45ea68be37a413ada2da4a8f84ab5d4d77e81 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index a096780206aec86860748b56a0e3bca155a21322..5972490a5a45a9a11ed7135d648244561caba461 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index f2355444c6c230115db9712d8ec42f433eff79ae..f626e0bbda0b01d2e7802b116fae5e0bc8a98349 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index be3f4a9551e9302049d92a0499f0d925f042ac51..d8d762721b9c073adecfea570d30c27e600038d8 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 9bbfa499c72d13f2cbc5d5d4788f6bd5e84720d9..699c981fcaf36dd09fbbb5dec581a05c21f3e33b 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index b83b5b0aeec11776e53dc3e4e41958f97c87b0da..31cdb55fc4dde54cb6d2286b010cf77b866d2e29 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 0fd002c4183b1711183596bbb3ba36c8ee0899a8..daeb1d55bb6057088908f640b99686122055274b 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index df22adcacad0b0fb53f557dc0382a596266e223d..5e24622068d05e8afef6d88768f75132cf7f1cfd 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index e8a3c63a98d5118df890a5f5a8d44b7cc6a958d4..27864602cc7086c46e4bb7294a1c74776c35933c 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index baeb558f7707bc154ce3d2efc8428a42ec047396..e9e001d9e5354cb2887b569857b5f0a99459fa60 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 014e412750c649d0c02f167fd08859cead2ae6fd..d21a376035f13beb81feee193a82fd79d47830dd 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -304,18 +304,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.50, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 29.45, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -356,11 +356,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 34.46, + "value": 34.05, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.17, + "contribution": 5.11, "sourceRef": "axes.현금흐름" } ], @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -448,7 +448,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/460850/axes/채무상환능력", "status": "derived", - "detail": "위험점수 21.55, 가중치 30%" + "detail": "위험점수 21.49, 가중치 30%" }, { "id": "credit.axis.자본구조", @@ -469,7 +469,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/460850/axes/현금흐름", "status": "derived", - "detail": "위험점수 34.46, 가중치 15%" + "detail": "위험점수 34.05, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -499,14 +499,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 29.5, + "score": 29.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 30.09, + "score": 30.05, "assumptions": { "scenarioStress": "moderate" } @@ -563,7 +563,7 @@ "notchAdjustment": { "totalNotch": 2, "reasons": [ - "캡티브금융 별도 D/EBITDA 0.7x (양호)" + "캡티브금융 별도 D/EBITDA 0.6x (양호)" ] }, "divergenceExplanation": [ @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 3124ce27c5df85b56ae77fba4a8bdeca8f59f449..423906bf9f662ec53be4fe4d0c9f12f44b1b8692 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index f0fec7911d8c5f49c20349a70509995a6f709b3e..a68a76a9cb621c5c217f8a05b33cecee43351e8d 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index b0b2219a67fefe2a8717c210e4168aac21562fff..2bcfc4f3299a78b1287b5040629d952513ed1a06 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index fed56fc64d4064bcfdb37611ae5f94454689d306..b961493008eb4c0d3bff520a33edbfb1b460e5fd 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 9c2d6f01724979a4e72d110ab1cd553272c92ba6..e3ee942ab44f153a9991c473e615119639a13f63 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index a2a4644557f600f87310bd510d1dbbce8bb774fd..55d4b52d209aff5ca0566aaa2444628c3e435781 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 6dbee7e743d41a705047dd4562cce4988e4d1142..44a4ece821da7c0d122092e9b389faa0ae5c6a7b 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index a0d8f3c2bbb958e5ceef849a625afae6098f7a55..5aef780d6848d52e9de9396ee6ad9de75d520c8e 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index ce9149f12a16c8ac04ab74de073c4a70b962c5cf..8de7f6653b8ec6f8343501ad5d67a3cce1639ba3 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1258,7 +1258,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1276,8 +1276,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 93a93c561a0adee5ae8e167ce648a5bb0007b55c..f776afd3e6f3ce94ba1604f336414878f9daf7be 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 3e8694053053d6e737dfb4bcd46346ca3399d087..f83599cf39fa15fc532f3793ee2033ec38412d9e 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 1c5e2624ec79563492414e953f0d00a8bad6213b..9a77612ed5e4ae24dea69ddf7d21f6e7544cfadb 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -639,8 +639,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -764,19 +764,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -821,7 +821,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index b030e2488acbeaa488674a2b932cc2c695a051e2..d7bdb1e3f7d83c7b9a9782f16e624b55b6d87a0e 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index f378a37cf63c847912c208e6efdeefabba084ba8..d5aba780b030e9435c79b775275bed1254e67ea8 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 4d629c6c3116fd71ba5b174715bc725f3ac93132..0fe211883162b34f37ba03a81e5e38f0dd130b01 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index 197c0ebafb549a02143b800a24bddf82367eeba4..e875821797cbfe4d775955efaae46582bde70454 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index 87f47df8253917dbf372e0566d9b945a8c3f5597..a94a4d9fd0620537fbf04f32a094d96a45339329 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 91fa120563dded5e22879aa91625cd83c99d545b..72b38087404dcd15d144787df088f6ae4407c591 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index 161302b9950c472f84497b78888a8e1bbff84cd9..02dad0d9a73c9492fa6a7fa1cd2af2d3696602e6 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index adea2894158c51405c0a66a007edb53abbb3241e..330e370228e813981793795f3e1a076e049a0fce 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -689,19 +689,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -768,17 +768,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -847,7 +847,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -856,7 +856,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index af22b90b32b0d1e3f1100e87f6d22dab2e719523..4e6a22c21406022ae207b08d64e3e02048b045a6 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 7ad55aa6fe9d001192ae2274260b489e4afe6a62..7bb73d0e9985d7728593b8e085cc7a6c495cb16a 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index cc500ddb191f79c3bc4bb30821721dfedc53ef72..5132e2f4e86ea8fc2ac4f8523d89aa04959d3900 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 547b48850d217220a8d62f99f506ca2921a17966..fcdce88f9a9c620546f9627fc817c922047da695 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index d5d8dd1789e1e00751daa10ea3e1c9eb21c7dcb2..3859bc6adadcf531c40acc2a0393d3f6667e7c64 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index a46862fd8205446f63d91117dbf86aa23c7dfc77..33e5238e243f60871db30cd0bc7b816687fafb6e 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -923,7 +923,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.615, + "score": -0.62, "direction": "negative", "sourceRef": "expectation.score" }, @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 9f713ccb8cdcf1537643433b940b66a391123b0c..f67e9fcc678f6a1cc8db8184404ecd742fa6dd54 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index b3f79ae5c21c6e79dcc132f29e323665295275e4..de05ee063b411c2003b2fb7a3dc70121a50d9241 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 6.81, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 1.02, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/466410/axes/유동성", "status": "derived", "detail": "위험점수 6.81, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/466410/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index cf43417554f5693ab9c65b5d33833e04e16dbb5e..2455c51bf5938e7392d08bb2fcd519d3e1ba2d46 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index be43ef7ae999a1a336e5aae329bc76e42ac85cc0..f7258573d4ae7082073704e017e90bed86d5f4b9 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -710,19 +710,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 06ebba3a217214425c4b5a97bc65beab8f60322b..bea2571020ce6125f67a85c2b83fffc832263a71 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index b43e1e0a657c5dc1c20f48d6452d1f122ea4604f..0b44b6f3a692f5a657e2c210de12859aaee7ee29 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index b4856783311612b53f4c6a15d1b9755ceff7ab87..8288867c81b3cd87cfc8d8b8a5a08b5448ebac48 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,19 +718,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index 3560e57f82b458dbca684eae6305a8f140297ff8..e701435d62b99ffd6b82107216dbad11ab3ee010 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-06-19", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-06-19", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-06-19", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-06-19", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index 3f3d3e1742b59a4dd479b3c5789f17f76ee090ab..01f58abbb236403acb7142f4847bf38aa1fb9f6e 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 111606644e57f8837d1eacebac83f1ca1eafc0d1..23b6403adb133068b4c589ad96c32c6c85d96107 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,12 +265,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 2.61, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 0.39, "sourceRef": "axes.자본구조" @@ -291,6 +301,13 @@ "sourceRef": "dartlab://credit/469750/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/469750/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -313,12 +330,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -346,6 +357,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -369,11 +385,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -391,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -518,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-08", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -677,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -848,13 +864,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index 896a7e36702877f0f6b9e7a188f6d35e2238be44..eede7bf7f18d1124179da6cd9692968ef9cbbf0e 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 098e16de6d8a830ab1500326b47626b19d1ad2b6..a1ac74fc9fda830f4bbab39b95aeeeac6fe1cdbc 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index e4e9a51f5a650d8391be03c779c962dc039fc8ea..a681b7048debeca2e82b48d592c2fe058eef71b6 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 057fec1f8dbbdd3d931ea160c558bf13021234c2..935f838d7499c724d144680677ca3be9c313b0b8 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 1b3ee1078664b794a54b8a910d6a3d4bc45676ba..6e35e964e24a9eac555ed50fb10ab9ac51451a93 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -702,19 +702,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 3d665154e1123680dc8f00699a6b32bcdbea17e2..5bdc50eb03a0f67803d18df061912db58f11e23c 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index 0263f56861c7e268ea31661049338f7064b0d871..deff157cd1a03537cd95c6fbb3ab01179c8442a4 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 9447aede66a839b8721ccc20eabd258ee9be64cb..a11e6c1357822dbd478ddaf48b058c65ca857728 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 9f306033606395dbb9048d26b2415654fc2cceaa..261640b3f411a77e90a68415c26af77b9a225aba 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 0ca1befb12992876e0fd8d7a86e6baf2672cd4ec..827a975c0478cf94b5fba87623ac1feedd99b5e5 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 6426752169a7e7b53564926c4dc95c27fd09031d..6ac9a32e52b43f5389b1d74affd6e691bab8b509 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index eb04d292d2f97b82b1f864cd65c0424120bb0114..812a13421fc76ec0fc9edd53829403b883249195 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 30ebde2c05706b114c25e81a461e1f5ffa81b268..619a98fafbef0aeb0c895e8f3cb543f4e60cab25 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index ff29c03eff310baf974e02b676a7040d5329ba0c..f586aa13506a091e8f848fdcb620208a5f305d27 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index ee6a53fb5be1a0f94d13cd679cac73d655007b40..6b855bf383bb3f3803a3a9f82fe98313e336f7e7 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 4c733740dbc251138bd3ac7777486882fdea2eec..21112b6b379a3f8b1e289401d79e8aadbf924808 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index a30eccca9acd27cf05bdedabe7dfc61ba427d563..f7ad5d5dbd2c6605855407722934f28fde857b47 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 53582b0bc4c927afb40e9a73be7dd83ef8903222..2970c41ecae84dd38d558088ecbe2ba181b8bb63 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.03, + "score": 0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,19 +912,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1359,7 +1359,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1377,8 +1377,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 7c107945ff11ad05675ca124ad0164815a97cf57..d8a20f33ec7aa26d208ddacc75ea2e29c0da5cdc 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index d63e332f762ecf2dcacc4dc7a814625e13311877..3d8acb417f0b3a70e1355ea4026f8eede964206b 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index cc919765b1dad3db94acf3eaf9f60f74db8bf237..6a25c61b931f22c58ca41256e1389a91edf390f2 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index e494992e232d9f66c058e16c0878236d5d889f3a..c4087d77cffa3c8c1bf8a42384774810c73442ad 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 5427eac8af84688812a9b91c85d202477f5bccbf..13e304f6366bc5a7362f03eeed3a517c531db538 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index b76769b9a2bc49c9f5a35419c0e2fb4ffb7e72fe..5bf8b09ac40ed53ebd06ac31cc1675c206b901f1 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 11b294440818da7af99f0f0743d44915f063cccc..04dfa4e6b1417c2d60499b72983099c725b299a8 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index e8963d77d038ff393930cf62fb5c99958fd8eb04..2ba86485059aa5ce0e5f0b382f17496896cd170e 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,19 +770,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 7172cff2ffee6f4297339143a21c8624e289dcf1..3034eca0d61777107152b6bfac812b7c580920e9 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 56ad76a3ebe14ade25fbce347763b6188787d86a..f8603bc892d76805e7a53ed893438ba6ad01abd0 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index 9a6d5289b70bae36ee3553a06b9365c62573804a..f01e0e10d08f9414b9c3a2dbd7a7c513dc7c3f18 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 2904695303948a90c76e77041f21ac1f3f8df593..64b6c3949fcbc740ebca53b79e721713dd2df890 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 93131cb3d9e4a48680c727e60971f25d7281dd37..62ae98ef1437fcb193b653a7f16377d17bad5b62 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 39adb5d5cf0ec8c1eab782b30bc256a87755f67c..ed003d5bb74dbd3fcbff5fcc9851384a5ea88805 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index ac4a64f7c27ae60bef1b5e15b9abf3cc822253c9..1f05959815944ef09e154ef3e37edd745df2e741 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -984,12 +984,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d0a6e26fd9f", + "target": "476080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 01567b1eafc2ad113e7e98e53ede821f666b6d00..7e9632f1b740496204fa6cb8dd29b893322fbd8f 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -784,10 +784,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index ad1371350e2da809d751e285a2f6c71d4d53b36b..3ee5340bfbf0b835d500ca0878ae2f7556aca9ad 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 6ba28addd2581c58e14f2b100209eef0ed1efb5d..3cd58dcd2ed7350bf80e704d78532fbe126c5165 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,19 +690,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 7e207aa8058120c494725a861d6ea315b89bbab6..71e93da4870f1ade21d40a1905d1c7ff43a6f01f 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,19 +690,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 4e302cbd5732a5ca007af41188df3511888fa620..d3d29bb0ee4586ab5cafcd6b6b0a477082ba6a25 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,19 +690,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 626139945e9aeaff77bcc5dd58056cf3a4d3a475..7eb1e22f719b3a9f18a1919e2fe28cf178a78c08 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index ee7ac5422f6b3cd766575c821db25a1c4ed9a55d..c3fefe066a7ae50e672d3f2ea2ab7824fb1dfce0 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -532,7 +532,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,19 +690,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 4a4f8a201b97a747918a384879411f96ae766b63..a9c4186dcd30a4ece917ae135bffa8bfea6fdb9f 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index c069c0b5815bb94999c124e26bff63457baaacf4..1298d58759ef8ceda6089fb5021e7382aceff909 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 0c372e0b0bae5f5b22f467bd2cfadf13b7d2fec4..77e964bff2f262a64d6cb481385b79a36fff81a7 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,19 +690,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index ba6474ced46aa6c2d94999f08e7f61e824b755df..6061d5e4a47b17ddb0834f237ba9c1a04b443f52 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 900c99570d013731b8e9ca831a5ed61509438ef9..a41c48e9ac6e574c65b9658d9d2766f7733c07ec 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 32da9955ec4a3c6ceacb4594330f942f6e63a7d7..032d4c369d2d118468e9130c9f204b5d17d95647 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 802a909d9f8fef6362ecf925118c3a62228ae281..90571e4095eaab29a20e8c7d76ea378c9730010f 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 3743ae8860661249e50dc96e6ceec5aa2bd597c3..6d0e05139f02c3e39783cbb6777f4a1317799b5a 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index f98570ac221229c4a652bc1311bd3443c7d7a5b7..23f442ea687683946eae1681c01dc0c1b06c4f07 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -581,8 +581,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,19 +706,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index 1bf839833c583685bdd8653f41f679c69b852e4a..a481b6604a414d7ca3f95cc48c4aa43330d73134 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,19 +671,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index eea9ae64ff93805733dad40a9d2608ab19a52742..9da711d8fef1c634acc62757f597fe01d113f12e 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index e76980e847e0552fd51d0ed8df9c39ed018296af..eb6cef14e9c18c2d8c56da8f2ef9d5b5042d0bf2 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,19 +706,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index cc4a5a5e4dd40a3cecb8b6d8d7e6b25b30d43aab..fe5193f132e1f9c675cf7a8c0d5fb9675002f013 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 8eefdd49aeecbcaf55a2994498e222fac1ba5d93..7d4e5b2b0a8240843a710ee6f2659f70efbc5799 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 10b3e23b71f2a24e7a03baa6a1fa286ef187d781..4335f49a656611b75c5ec047ece11a296d542a83 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index ece98df30a5cbd59856b2ce967de14bdba19b535..fd93220765d83d255931e39615d7b51bb135894a 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 4bb780f70083b4301b3096ddc30f3f4473a14ea8..e5a1b7e5194c03f4f87b16599767d89c65d1254c 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index ae650c8cc9d961733711dfd405f5734e9473975a..b54f71f7f3299c38409c937b2642e3a7f87345d8 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 09c63f0d577474afa67d1e3e78aec4fb98073b31..b37cdc9000d7d6ca02980a335daece1ba15ddc76 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index b94c326d6d92eff9bb0abd4ae97d61aed3bc15e4..43f7ca6a0c78d2c8aa813633da099cb7864b620e 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 67eb249b34406a4203f14597f1cd6fc3a40bd106..6ceda0c18f7e18c8cc5d04d43d7b561fcea203f2 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 7c66be1bfdd2e90c32ab5b5296b8bbb051ce03f7..b2859e323b29ba1c1c6f018a309720820cc027b3 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index ecdd6158b08b0da65c7abf53e35b3ebe5ebc4dce..4c8579e91a7f2c284e0c03d20c198a8ba165f9de 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 4b9a9b604811539d948c7a0edf1d2d5d897c274c..9ce5db02a488e064e197ca54295754af6e89cfbf 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 91028d087b712ac159b26df1b3e3a1bb29e14064..61ee24b9da0672c8d25b71594ab7405658c3e215 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index c3e82b6cb2720f134e665cb25dd08a7f218c1bea..8e35bbbead805042e265a8cf0893a534fee62670 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,19 +568,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 0981189a0fa8b91d96a14aab26a7aa12683eb3d7..1102b07fdcf764e291fb9c3f33380ca318f15a48 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index 99625f662fc2ac229bda6c6feb918e262a39a0cd..d74eafe849b5a563de1dd5622dc9194b65ca0bec 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 2001e41dab6e38e06b43a25169a171453fa75d8f..4154061986e93465d2ed9ad94320cb8e0d20fb51 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index ae798ac545b5d179321d7065a1ad975298782c4b..0aa925435418002f834895c4bb75369f97ea52ad 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index c45d5eb8b3714db7fe28ab84674ed1997ef8a584..4bbef4638b9b21aa2eded876d75df498b1975131 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index fda1f9aca84447d09bf9bee9dcacdb8721802481..81d1691551b631aecb16eda1e70e49cf8262c860 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index d6e30e0174275544ce30f60a593a29a9ce65bb07..accf5442c72c5b7c7494c687d6530b7ef1d7f49d 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 316e3e4bee4b29ef720bbe4e19ab720d4eec30b7..23a7d9dc183b3341ebfd518eb55043b963bac730 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 3997163d21df45ea9575c60c472625e880871b7f..52404775de85971c51b32c3f00ba019be01327bf 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index fb72f814aece3642e85e0922610e36505d0a6107..9bdf032d24fbbcb4a45f7324fda69d6baad02aca 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index e8a439f48a372bcbd439c529d2695a18b7d2cfef..f3c2098f8c4b26cbc28862252161acc599ba3268 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -699,15 +699,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -778,17 +778,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -798,7 +798,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,13 +851,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -866,7 +866,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,19 +916,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -973,7 +973,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1333,88 +1333,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:85eb2e165669", - "target": "489790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-28", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-28", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 65e749e223b9befcc9995b320125bd16074f6f34..b559befbd1ee48883a4716cf69e763fdf1525ab2 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 412e596727cdf54c1a303b7df24d0b085093a9fb..0c4d21e8a56f1650c50b253884307f0fdc4ecd7c 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index c791dbdbce8e661bf51f49d2a912a0a4d0ebec8b..663455ee99115c3a60b271e690b4e7cf0360f1f0 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 2d87e74e1b9ebcb2115a8cca0eade6101a47b7d4..17a1fd5ac2e69e1126496880e288025293a2ed35 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index ce4982c895f0cddb1cea3c16f13eca34bc52b449..b4f7cac66b7755c5fc0dd6d722446176f18784d4 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 657bdfeaf0e30134cfbeeea81e1fba1367c0d03f..295c38e35f2820efb441edfdc0c396e08f89d606 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index e8e7e1751127551cd44437773dcf79ab65113f95..6dde1f1d92ad993f0d4e1a71923d8f2c1b11ea11 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 376982a3a3fc53d2ca6001242913e129dbad6d26..656b150d34283550abee6fd87742761cfd22e200 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +682,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 4b57498593c523bd7efe322dcd847064a74c4328..7ea82f9abf170003f5900c9879c0208caf558070 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 8.23, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 1.65, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/498390/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/498390/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-07-27", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-07-27", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-07-27", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-27", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,19 +698,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 8e6067a5b2ea3922e1e8a0f4c31919b13abd91a5..5c0ce6726ea442ef2171ca531f783cb710ab85d4 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index e7e85f5ff3e35e637f42f66282e92303bdf265c4..6d1da0d6ae4e3e59bb8622f2a52520d7f592ce23 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index b0c150a54e36fed2ce226d0ec1d134810eff9a01..71abfca24a573b12eb75bdb7ced91a94ba36d3f2 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index b536771419b9f6c62d58bd0ccb6ed5ceb767482f..481bfa425587aef027d00fedbd1ebd9277b29c26 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 88e805757463725e4009a0e5faf43a5d8d2ecb14..323eef781e6515f0819083000a615f752a324208 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2024", "status": "derived", @@ -964,7 +964,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2026-08-24", "period": "2024", "status": "observed", @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 25066f47df68d7eb005c3e584a97f7f804d58643..0b09b1d6c73d7e112f5ac661c025d81557ae812a 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index 9d3fac869c2d47897960378c82a6d2dd770ba094..f7e37bf263a0740ff478868df485b292ad35bdf1 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 5ad54c2a12e859f46e8a84c192c0bf0ba22de5bc..e288e7dc62b24c84e95aea776b1456038ea2dcde 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -929,7 +929,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 99604a67d7ca15bfe20937c40307ccdb971cc715..647ca28b9d93483eccb78455ade998ad25c43d99 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -975,17 +975,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -995,7 +995,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index d33cd14988e29a12fdb8a9411f42d59e9d79cb76..932874bbb880d72eb0b645718e71975b7ae63661 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index ca0d807cdf0f941aa64ae9c469fc06fd98c204ba..985e17956cec1968fa51fd0d5f7ad5217a9022c4 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 5dc1bb5669da490493a1c3b24bd39a856b55c8c9..d368ba26d1fed0f3b1c4f98feb9239a332576201 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2023", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 0fd3b7816cf7fc2f7bae8e4098de38b1433dc2a6..6328be5263797d09edfb7df8eaf70a0c1c7cf0d5 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -830,7 +830,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -895,7 +895,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index 79a7c61ed220cb28522dc3f6abb8825dc722cb69..dd9ce630320c7c2d3af9c38cc6d42f81c2e0df4d 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 5971e1112c6f3123e8ca64ceae62d9b9b56747ff..f3c91fea540efe5c96c2bda96431e406d0519f1d 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 7d8bbde8184746299113ab344ad94faccbc85009..9b5912883d116f93efabe466ad68d957415ae786 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 8273495d251c76979a2be2cdce779b443a4787f2..db9241e93367fe8a1c6355987ee7576bb4b825a7 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": "2023", - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", + "asOf": "2026-10-05", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-28" + "retrievedAt": "2026-10-05" }, "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "partial", "conclusion": { @@ -905,8 +905,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-28", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-28", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-05", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-28" + "knowledgeBoundary": "2026-10-05" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index d570476bda3e4ef72dc1557992b74e81f30dfb98..7838a46087ed3201c29e2c1741098285041f2619 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.22, + "score": 3.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.23, + "score": 3.23, "assumptions": { "scenarioStress": "moderate" } @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 804120a7af4cd1378dd1b11eec1bfb261942feaa..fd0e6d687558a887df901a470fff2e8047f8cb49 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -961,15 +961,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.11, + "score": 0.105, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,7 +1093,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1102,7 +1102,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,12 +1337,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:185f7b73f5e4", + "target": "950200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-04", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-04", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index c8ad224bf1e66a21e61ddbdc4eb7c9f030a2f845..bbd3fe2f243c936f4f2e0870e3ec41b6d3428ac4 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2024", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 8a89e7167121186e45bfc0dd3c7dc735f713f414..285924b0087f9501940d6f1f1161ae6e6870f4e4 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index aa02e1294deeec2e043550859e027581b4d88f2e..a3a3bceac5797fd6ca16d139ec7de4195c2421b6 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", + "asOf": "2026-10-04", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-27" + "retrievedAt": "2026-10-04" }, "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-27", - "dataAsOf": "2026-09-23", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-23", + "observedAt": "2026-10-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-27", - "dataAsOf": "2026-09-24", + "asOf": "2026-10-04", + "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-09-27" + "knowledgeBoundary": "2026-10-04" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.8, + "value": 3.24, "unit": "%p", "signal": "rising", - "change": 0.06999999999999984, + "change": 0.1200000000000001, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,19 +491,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.05, + "value": 120.43, "unit": "%", "signal": "rising", - "change": 0.28000000000000114, + "change": 0.38000000000000966, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 96.41, + "value": 96.16, "unit": "$", "signal": "falling", - "change": -0.5600000000000023, + "change": -3.210000000000008, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1366.0, + "value": 1350.6, "unit": "원", - "signal": "rising", - "change": 7.599999999999909, + "signal": "falling", + "change": -7.800000000000182, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-01", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-22", + "observedAt": "2026-09-29", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-24", + "observedAt": "2026-10-02", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index aac3bbd4aa914fafa911c1ff3584235ece0dfd56..bee6b814cfe83c95d96dff8605b9e58ad5ada80a 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,8 +1,8 @@ { "schemaVersion": 1, - "requested": 2862, - "covered": 2862, - "published": 2842, + "requested": 2863, + "covered": 2863, + "published": 2843, "coverageRate": 1.0, "successRate": 0.993, "shardCount": 24, @@ -468,144 +468,139 @@ "path": "266170.json" }, { - "target": "272550", - "productCount": 5, - "path": "272550.json" - }, - { - "target": "282880", + "target": "272450", "productCount": 5, - "path": "282880.json" + "path": "272450.json" }, { - "target": "290650", + "target": "282720", "productCount": 5, - "path": "290650.json" + "path": "282720.json" }, { - "target": "298000", + "target": "290560", "productCount": 5, - "path": "298000.json" + "path": "290560.json" }, { - "target": "304100", + "target": "297890", "productCount": 5, - "path": "304100.json" + "path": "297890.json" }, { - "target": "311320", + "target": "303810", "productCount": 5, - "path": "311320.json" + "path": "303810.json" }, { - "target": "318010", - "productCount": 5, - "path": "318010.json" + "target": "311060", + "productCount": 4, + "path": "311060.json" }, { - "target": "328380", + "target": "318000", "productCount": 5, - "path": "328380.json" + "path": "318000.json" }, { - "target": "336570", + "target": "328130", "productCount": 5, - "path": "336570.json" + "path": "328130.json" }, { - "target": "347860", + "target": "336370", "productCount": 5, - "path": "347860.json" + "path": "336370.json" }, { - "target": "353590", + "target": "347850", "productCount": 5, - "path": "353590.json" + "path": "347850.json" }, { - "target": "361610", + "target": "353200", "productCount": 5, - "path": "361610.json" + "path": "353200.json" }, { - "target": "372320", + "target": "361570", "productCount": 5, - "path": "372320.json" + "path": "361570.json" }, { - "target": "377740", + "target": "372170", "productCount": 5, - "path": "377740.json" + "path": "372170.json" }, { - "target": "388720", + "target": "377480", "productCount": 5, - "path": "388720.json" + "path": "377480.json" }, { - "target": "397810", + "target": "388610", "productCount": 5, - "path": "397810.json" + "path": "388610.json" }, { - "target": "413390", + "target": "397030", "productCount": 5, - "path": "413390.json" + "path": "397030.json" }, { - "target": "419530", + "target": "412540", "productCount": 5, - "path": "419530.json" + "path": "412540.json" }, { - "target": "439580", + "target": "419120", "productCount": 5, - "path": "439580.json" + "path": "419120.json" }, { - "target": "450080", + "target": "439260", "productCount": 5, - "path": "450080.json" + "path": "439260.json" }, { - "target": "453860", - "productCount": 5, - "path": "453860.json" + "target": "450050", + "productCount": 4, + "path": "450050.json" }, { - "target": "459550", + "target": "453450", "productCount": 5, - "path": "459550.json" + "path": "453450.json" }, { - "target": "464580", + "target": "459510", "productCount": 5, - "path": "464580.json" + "path": "459510.json" }, { - "target": "473950", + "target": "464500", "productCount": 5, - "path": "473950.json" + "path": "464500.json" }, { - "target": "476830", + "target": "473050", "productCount": 5, - "path": "476830.json" + "path": "473050.json" }, { - "target": "484130", + "target": "476080", "productCount": 5, - "path": "484130.json" + "path": "476080.json" }, { - "target": "493280", + "target": "484120", "productCount": 5, - "path": "493280.json" + "path": "484120.json" }, { - "target": "950190", + "target": "492220", "productCount": 5, - "path": "950190.json" + "path": "492220.json" }, { "target": "000020", @@ -1063,144 +1058,144 @@ "path": "266350.json" }, { - "target": "273060", + "target": "272550", "productCount": 5, - "path": "273060.json" + "path": "272550.json" }, { - "target": "284620", + "target": "282880", "productCount": 5, - "path": "284620.json" + "path": "282880.json" }, { - "target": "290660", + "target": "290650", "productCount": 5, - "path": "290660.json" + "path": "290650.json" }, { - "target": "298020", + "target": "298000", "productCount": 5, - "path": "298020.json" + "path": "298000.json" }, { - "target": "304360", + "target": "304100", "productCount": 5, - "path": "304360.json" + "path": "304100.json" }, { - "target": "311390", + "target": "311320", "productCount": 5, - "path": "311390.json" + "path": "311320.json" }, { - "target": "318020", + "target": "318010", "productCount": 5, - "path": "318020.json" + "path": "318010.json" }, { - "target": "329180", + "target": "328380", "productCount": 5, - "path": "329180.json" + "path": "328380.json" }, { - "target": "336680", + "target": "336570", "productCount": 5, - "path": "336680.json" + "path": "336570.json" }, { - "target": "347890", + "target": "347860", "productCount": 5, - "path": "347890.json" + "path": "347860.json" }, { - "target": "353810", + "target": "353590", "productCount": 5, - "path": "353810.json" + "path": "353590.json" }, { - "target": "361670", + "target": "361610", "productCount": 5, - "path": "361670.json" + "path": "361610.json" }, { - "target": "372800", + "target": "372320", "productCount": 5, - "path": "372800.json" + "path": "372320.json" }, { - "target": "378340", + "target": "377740", "productCount": 5, - "path": "378340.json" + "path": "377740.json" }, { - "target": "388790", + "target": "388720", "productCount": 5, - "path": "388790.json" + "path": "388720.json" }, { - "target": "398120", + "target": "397810", "productCount": 5, - "path": "398120.json" + "path": "397810.json" }, { - "target": "413630", + "target": "413390", "productCount": 5, - "path": "413630.json" + "path": "413390.json" }, { - "target": "419540", + "target": "419530", "productCount": 5, - "path": "419540.json" + "path": "419530.json" }, { - "target": "439960", + "target": "439580", "productCount": 5, - "path": "439960.json" + "path": "439580.json" }, { - "target": "450140", + "target": "450080", "productCount": 5, - "path": "450140.json" + "path": "450080.json" }, { - "target": "454910", + "target": "453860", "productCount": 5, - "path": "454910.json" + "path": "453860.json" }, { - "target": "460470", + "target": "459550", "productCount": 5, - "path": "460470.json" + "path": "459550.json" }, { - "target": "464680", + "target": "464580", "productCount": 5, - "path": "464680.json" + "path": "464580.json" }, { - "target": "473980", + "target": "473950", "productCount": 5, - "path": "473980.json" + "path": "473950.json" }, { - "target": "477340", + "target": "476830", "productCount": 5, - "path": "477340.json" + "path": "476830.json" }, { - "target": "484590", + "target": "484130", "productCount": 5, - "path": "484590.json" + "path": "484130.json" }, { - "target": "493330", + "target": "493280", "productCount": 5, - "path": "493330.json" + "path": "493280.json" }, { - "target": "950200", + "target": "950190", "productCount": 5, - "path": "950200.json" + "path": "950190.json" }, { "target": "000030", @@ -1653,149 +1648,149 @@ "path": "261780.json" }, { - "target": "267080", + "target": "266690", "productCount": 5, - "path": "267080.json" + "path": "266690.json" }, { - "target": "273640", + "target": "273060", "productCount": 5, - "path": "273640.json" + "path": "273060.json" }, { - "target": "284740", + "target": "284620", "productCount": 5, - "path": "284740.json" + "path": "284620.json" }, { - "target": "290670", + "target": "290660", "productCount": 5, - "path": "290670.json" + "path": "290660.json" }, { - "target": "298040", + "target": "298020", "productCount": 5, - "path": "298040.json" + "path": "298020.json" }, { - "target": "304840", + "target": "304360", "productCount": 5, - "path": "304840.json" + "path": "304360.json" }, { - "target": "311690", + "target": "311390", "productCount": 5, - "path": "311690.json" + "path": "311390.json" }, { - "target": "318060", + "target": "318020", "productCount": 5, - "path": "318060.json" + "path": "318020.json" }, { - "target": "330350", + "target": "329180", "productCount": 5, - "path": "330350.json" + "path": "329180.json" }, { - "target": "337930", + "target": "336680", "productCount": 5, - "path": "337930.json" + "path": "336680.json" }, { - "target": "348030", + "target": "347890", "productCount": 5, - "path": "348030.json" + "path": "347890.json" }, { - "target": "354200", + "target": "353810", "productCount": 5, - "path": "354200.json" + "path": "353810.json" }, { - "target": "362320", + "target": "361670", "productCount": 5, - "path": "362320.json" + "path": "361670.json" }, { - "target": "372910", + "target": "372800", "productCount": 5, - "path": "372910.json" + "path": "372800.json" }, { - "target": "378800", + "target": "378340", "productCount": 5, - "path": "378800.json" + "path": "378340.json" }, { - "target": "388870", + "target": "388790", "productCount": 5, - "path": "388870.json" + "path": "388790.json" }, { - "target": "399720", + "target": "398120", "productCount": 5, - "path": "399720.json" + "path": "398120.json" }, { - "target": "413640", + "target": "413630", "productCount": 5, - "path": "413640.json" + "path": "413630.json" }, { - "target": "420570", + "target": "419540", "productCount": 5, - "path": "420570.json" + "path": "419540.json" }, { - "target": "440110", + "target": "439960", "productCount": 5, - "path": "440110.json" + "path": "439960.json" }, { - "target": "450330", + "target": "450140", "productCount": 5, - "path": "450330.json" + "path": "450140.json" }, { - "target": "455180", + "target": "454910", "productCount": 5, - "path": "455180.json" + "path": "454910.json" }, { - "target": "460850", + "target": "460470", "productCount": 5, - "path": "460850.json" + "path": "460470.json" }, { - "target": "465320", + "target": "464680", "productCount": 5, - "path": "465320.json" + "path": "464680.json" }, { - "target": "474170", + "target": "473980", "productCount": 5, - "path": "474170.json" + "path": "473980.json" }, { - "target": "477380", + "target": "477340", "productCount": 5, - "path": "477380.json" + "path": "477340.json" }, { - "target": "484810", + "target": "484590", "productCount": 5, - "path": "484810.json" + "path": "484590.json" }, { - "target": "493790", + "target": "493330", "productCount": 5, - "path": "493790.json" + "path": "493330.json" }, { - "target": "950210", + "target": "950200", "productCount": 5, - "path": "950210.json" + "path": "950200.json" }, { "target": "000040", @@ -2248,144 +2243,149 @@ "path": "262260.json" }, { - "target": "267250", + "target": "267080", "productCount": 5, - "path": "267250.json" + "path": "267080.json" }, { - "target": "274090", + "target": "273640", "productCount": 5, - "path": "274090.json" + "path": "273640.json" }, { - "target": "285130", + "target": "284740", "productCount": 5, - "path": "285130.json" + "path": "284740.json" }, { - "target": "290690", + "target": "290670", "productCount": 5, - "path": "290690.json" + "path": "290670.json" }, { - "target": "298050", + "target": "298040", "productCount": 5, - "path": "298050.json" + "path": "298040.json" }, { - "target": "305090", + "target": "304840", "productCount": 5, - "path": "305090.json" + "path": "304840.json" }, { - "target": "311960", - "productCount": 4, - "path": "311960.json" + "target": "311690", + "productCount": 5, + "path": "311690.json" }, { - "target": "318160", + "target": "318060", "productCount": 5, - "path": "318160.json" + "path": "318060.json" }, { - "target": "330590", - "productCount": 4, - "path": "330590.json" + "target": "330350", + "productCount": 5, + "path": "330350.json" }, { - "target": "348080", + "target": "337930", "productCount": 5, - "path": "348080.json" + "path": "337930.json" }, { - "target": "354320", + "target": "348030", "productCount": 5, - "path": "354320.json" + "path": "348030.json" }, { - "target": "362990", + "target": "354200", "productCount": 5, - "path": "362990.json" + "path": "354200.json" }, { - "target": "373110", + "target": "362320", "productCount": 5, - "path": "373110.json" + "path": "362320.json" }, { - "target": "378850", + "target": "372910", "productCount": 5, - "path": "378850.json" + "path": "372910.json" }, { - "target": "389020", + "target": "378800", "productCount": 5, - "path": "389020.json" + "path": "378800.json" }, { - "target": "400760", - "productCount": 3, - "path": "400760.json" + "target": "388870", + "productCount": 5, + "path": "388870.json" }, { - "target": "415380", + "target": "399720", "productCount": 5, - "path": "415380.json" + "path": "399720.json" }, { - "target": "420770", + "target": "413640", "productCount": 5, - "path": "420770.json" + "path": "413640.json" }, { - "target": "440290", + "target": "420570", "productCount": 5, - "path": "440290.json" + "path": "420570.json" }, { - "target": "450520", + "target": "440110", "productCount": 5, - "path": "450520.json" + "path": "440110.json" }, { - "target": "455250", - "productCount": 4, - "path": "455250.json" + "target": "450330", + "productCount": 5, + "path": "450330.json" }, { - "target": "460860", + "target": "455180", "productCount": 5, - "path": "460860.json" + "path": "455180.json" }, { - "target": "465480", + "target": "460850", "productCount": 5, - "path": "465480.json" + "path": "460850.json" }, { - "target": "474490", + "target": "465320", "productCount": 5, - "path": "474490.json" + "path": "465320.json" }, { - "target": "477470", + "target": "474170", "productCount": 5, - "path": "477470.json" + "path": "474170.json" }, { - "target": "484870", + "target": "477380", "productCount": 5, - "path": "484870.json" + "path": "477380.json" }, { - "target": "494120", + "target": "484810", "productCount": 5, - "path": "494120.json" + "path": "484810.json" }, { - "target": "950220", + "target": "493790", "productCount": 5, - "path": "950220.json" + "path": "493790.json" + }, + { + "target": "950210", + "productCount": 5, + "path": "950210.json" }, { "target": "000050", @@ -2843,144 +2843,144 @@ "path": "262840.json" }, { - "target": "267260", + "target": "267250", "productCount": 5, - "path": "267260.json" + "path": "267250.json" }, { - "target": "274400", + "target": "274090", "productCount": 5, - "path": "274400.json" + "path": "274090.json" }, { - "target": "285490", + "target": "285130", "productCount": 5, - "path": "285490.json" + "path": "285130.json" }, { - "target": "290720", + "target": "290690", "productCount": 5, - "path": "290720.json" + "path": "290690.json" }, { - "target": "298060", + "target": "298050", "productCount": 5, - "path": "298060.json" + "path": "298050.json" }, { - "target": "306040", + "target": "305090", "productCount": 5, - "path": "306040.json" + "path": "305090.json" }, { - "target": "312610", - "productCount": 5, - "path": "312610.json" + "target": "311960", + "productCount": 4, + "path": "311960.json" }, { - "target": "318410", + "target": "318160", "productCount": 5, - "path": "318410.json" + "path": "318160.json" }, { - "target": "330730", - "productCount": 5, - "path": "330730.json" + "target": "330590", + "productCount": 4, + "path": "330590.json" }, { - "target": "338220", + "target": "348080", "productCount": 5, - "path": "338220.json" + "path": "348080.json" }, { - "target": "348150", + "target": "354320", "productCount": 5, - "path": "348150.json" + "path": "354320.json" }, { - "target": "355150", + "target": "362990", "productCount": 5, - "path": "355150.json" + "path": "362990.json" }, { - "target": "363250", + "target": "373110", "productCount": 5, - "path": "363250.json" + "path": "373110.json" }, { - "target": "373160", + "target": "378850", "productCount": 5, - "path": "373160.json" + "path": "378850.json" }, { - "target": "380540", + "target": "389020", "productCount": 5, - "path": "380540.json" + "path": "389020.json" }, { - "target": "389030", - "productCount": 5, - "path": "389030.json" + "target": "400760", + "productCount": 3, + "path": "400760.json" }, { - "target": "402030", + "target": "415380", "productCount": 5, - "path": "402030.json" + "path": "415380.json" }, { - "target": "415640", - "productCount": 4, - "path": "415640.json" + "target": "420770", + "productCount": 5, + "path": "420770.json" }, { - "target": "424760", + "target": "440290", "productCount": 5, - "path": "424760.json" + "path": "440290.json" }, { - "target": "440320", + "target": "450520", "productCount": 5, - "path": "440320.json" + "path": "450520.json" }, { - "target": "450940", + "target": "455250", "productCount": 4, - "path": "450940.json" + "path": "455250.json" }, { - "target": "455310", - "productCount": 4, - "path": "455310.json" + "target": "460860", + "productCount": 5, + "path": "460860.json" }, { - "target": "460870", + "target": "465480", "productCount": 5, - "path": "460870.json" + "path": "465480.json" }, { - "target": "465770", + "target": "474490", "productCount": 5, - "path": "465770.json" + "path": "474490.json" }, { - "target": "474610", + "target": "477470", "productCount": 5, - "path": "474610.json" + "path": "477470.json" }, { - "target": "477760", + "target": "484870", "productCount": 5, - "path": "477760.json" + "path": "484870.json" }, { - "target": "486630", + "target": "494120", "productCount": 5, - "path": "486630.json" + "path": "494120.json" }, { - "target": "496070", + "target": "950220", "productCount": 5, - "path": "496070.json" + "path": "950220.json" }, { "target": "000060", @@ -3438,149 +3438,144 @@ "path": "263020.json" }, { - "target": "267270", + "target": "267260", "productCount": 5, - "path": "267270.json" + "path": "267260.json" }, { - "target": "275630", + "target": "274400", "productCount": 5, - "path": "275630.json" + "path": "274400.json" }, { - "target": "285800", + "target": "285490", "productCount": 5, - "path": "285800.json" + "path": "285490.json" }, { - "target": "290740", + "target": "290720", "productCount": 5, - "path": "290740.json" + "path": "290720.json" }, { - "target": "298380", + "target": "298060", "productCount": 5, - "path": "298380.json" + "path": "298060.json" }, { - "target": "306200", + "target": "306040", "productCount": 5, - "path": "306200.json" + "path": "306040.json" }, { - "target": "313760", + "target": "312610", "productCount": 5, - "path": "313760.json" + "path": "312610.json" }, { - "target": "319400", + "target": "318410", "productCount": 5, - "path": "319400.json" + "path": "318410.json" }, { - "target": "330860", + "target": "330730", "productCount": 5, - "path": "330860.json" + "path": "330730.json" }, { - "target": "338840", + "target": "338220", "productCount": 5, - "path": "338840.json" + "path": "338220.json" }, { - "target": "348210", + "target": "348150", "productCount": 5, - "path": "348210.json" + "path": "348150.json" }, { - "target": "355390", + "target": "355150", "productCount": 5, - "path": "355390.json" + "path": "355150.json" }, { - "target": "363260", + "target": "363250", "productCount": 5, - "path": "363260.json" + "path": "363250.json" }, { - "target": "373170", + "target": "373160", "productCount": 5, - "path": "373170.json" + "path": "373160.json" }, { - "target": "380550", + "target": "380540", "productCount": 5, - "path": "380550.json" + "path": "380540.json" }, { - "target": "389140", + "target": "389030", "productCount": 5, - "path": "389140.json" + "path": "389030.json" }, { - "target": "402340", + "target": "402030", "productCount": 5, - "path": "402340.json" + "path": "402030.json" }, { - "target": "416180", - "productCount": 5, - "path": "416180.json" + "target": "415640", + "productCount": 4, + "path": "415640.json" }, { - "target": "424870", + "target": "424760", "productCount": 5, - "path": "424870.json" + "path": "424760.json" }, { - "target": "441270", + "target": "440320", "productCount": 5, - "path": "441270.json" + "path": "440320.json" }, { - "target": "450950", - "productCount": 5, - "path": "450950.json" + "target": "450940", + "productCount": 4, + "path": "450940.json" }, { - "target": "455900", - "productCount": 5, - "path": "455900.json" + "target": "455310", + "productCount": 4, + "path": "455310.json" }, { - "target": "460930", + "target": "460870", "productCount": 5, - "path": "460930.json" + "path": "460870.json" }, { - "target": "466100", + "target": "465770", "productCount": 5, - "path": "466100.json" + "path": "465770.json" }, { - "target": "474650", + "target": "474610", "productCount": 5, - "path": "474650.json" + "path": "474610.json" }, { - "target": "477850", + "target": "477760", "productCount": 5, - "path": "477850.json" + "path": "477760.json" }, { - "target": "486990", + "target": "486630", "productCount": 5, - "path": "486990.json" + "path": "486630.json" }, { - "target": "498390", + "target": "496070", "productCount": 5, - "path": "498390.json" - }, - { - "target": "950260", - "productCount": 4, - "path": "950260.json" + "path": "496070.json" }, { "target": "000070", @@ -4038,144 +4033,149 @@ "path": "263050.json" }, { - "target": "267290", + "target": "267270", "productCount": 5, - "path": "267290.json" + "path": "267270.json" }, { - "target": "276040", + "target": "275630", "productCount": 5, - "path": "276040.json" + "path": "275630.json" }, { - "target": "286750", + "target": "285800", "productCount": 5, - "path": "286750.json" + "path": "285800.json" }, { - "target": "291230", + "target": "290740", "productCount": 5, - "path": "291230.json" + "path": "290740.json" }, { - "target": "298540", + "target": "298380", "productCount": 5, - "path": "298540.json" + "path": "298380.json" }, { - "target": "306620", + "target": "306200", "productCount": 5, - "path": "306620.json" + "path": "306200.json" }, { - "target": "314130", + "target": "313760", "productCount": 5, - "path": "314130.json" + "path": "313760.json" }, { - "target": "319660", + "target": "319400", "productCount": 5, - "path": "319660.json" + "path": "319400.json" }, { - "target": "331380", + "target": "330860", "productCount": 5, - "path": "331380.json" + "path": "330860.json" }, { - "target": "339770", + "target": "338840", "productCount": 5, - "path": "339770.json" + "path": "338840.json" }, { - "target": "348340", + "target": "348210", "productCount": 5, - "path": "348340.json" + "path": "348210.json" }, { - "target": "355690", + "target": "355390", "productCount": 5, - "path": "355690.json" + "path": "355390.json" }, { - "target": "363280", + "target": "363260", "productCount": 5, - "path": "363280.json" + "path": "363260.json" }, { - "target": "373200", + "target": "373170", "productCount": 5, - "path": "373200.json" + "path": "373170.json" }, { - "target": "381620", + "target": "380550", "productCount": 5, - "path": "381620.json" + "path": "380550.json" }, { - "target": "389260", + "target": "389140", "productCount": 5, - "path": "389260.json" + "path": "389140.json" }, { - "target": "402490", + "target": "402340", "productCount": 5, - "path": "402490.json" + "path": "402340.json" }, { - "target": "417010", + "target": "416180", "productCount": 5, - "path": "417010.json" + "path": "416180.json" }, { - "target": "424960", + "target": "424870", "productCount": 5, - "path": "424960.json" + "path": "424870.json" }, { - "target": "443060", + "target": "441270", "productCount": 5, - "path": "443060.json" + "path": "441270.json" }, { - "target": "451220", + "target": "450950", "productCount": 5, - "path": "451220.json" + "path": "450950.json" }, { - "target": "455910", - "productCount": 4, - "path": "455910.json" + "target": "455900", + "productCount": 5, + "path": "455900.json" }, { - "target": "460940", + "target": "460930", "productCount": 5, - "path": "460940.json" + "path": "460930.json" }, { - "target": "466410", + "target": "466100", "productCount": 5, - "path": "466410.json" + "path": "466100.json" }, { - "target": "474660", + "target": "474650", "productCount": 5, - "path": "474660.json" + "path": "474650.json" }, { - "target": "478110", + "target": "477850", "productCount": 5, - "path": "478110.json" + "path": "477850.json" }, { - "target": "487360", + "target": "486990", "productCount": 5, - "path": "487360.json" + "path": "486990.json" }, { - "target": "499790", + "target": "498390", "productCount": 5, - "path": "499790.json" + "path": "498390.json" + }, + { + "target": "950260", + "productCount": 4, + "path": "950260.json" }, { "target": "000080", @@ -4633,144 +4633,144 @@ "path": "263600.json" }, { - "target": "267320", + "target": "267290", "productCount": 5, - "path": "267320.json" + "path": "267290.json" }, { - "target": "276730", + "target": "276040", "productCount": 5, - "path": "276730.json" + "path": "276040.json" }, { - "target": "286940", + "target": "286750", "productCount": 5, - "path": "286940.json" + "path": "286750.json" }, { - "target": "291650", + "target": "291230", "productCount": 5, - "path": "291650.json" + "path": "291230.json" }, { - "target": "298690", + "target": "298540", "productCount": 5, - "path": "298690.json" + "path": "298540.json" }, { - "target": "307180", + "target": "306620", "productCount": 5, - "path": "307180.json" + "path": "306620.json" }, { - "target": "314140", + "target": "314130", "productCount": 5, - "path": "314140.json" + "path": "314130.json" }, { - "target": "320000", + "target": "319660", "productCount": 5, - "path": "320000.json" + "path": "319660.json" }, { - "target": "331520", + "target": "331380", "productCount": 5, - "path": "331520.json" + "path": "331380.json" }, { - "target": "339950", + "target": "339770", "productCount": 5, - "path": "339950.json" + "path": "339770.json" }, { - "target": "348350", + "target": "348340", "productCount": 5, - "path": "348350.json" + "path": "348340.json" }, { - "target": "356680", + "target": "355690", "productCount": 5, - "path": "356680.json" + "path": "355690.json" }, { - "target": "364950", + "target": "363280", "productCount": 5, - "path": "364950.json" + "path": "363280.json" }, { - "target": "373220", + "target": "373200", "productCount": 5, - "path": "373220.json" + "path": "373200.json" }, { - "target": "381970", + "target": "381620", "productCount": 5, - "path": "381970.json" + "path": "381620.json" }, { - "target": "389470", + "target": "389260", "productCount": 5, - "path": "389470.json" + "path": "389260.json" }, { - "target": "403360", - "productCount": 4, - "path": "403360.json" + "target": "402490", + "productCount": 5, + "path": "402490.json" }, { - "target": "417030", - "productCount": 4, - "path": "417030.json" + "target": "417010", + "productCount": 5, + "path": "417010.json" }, { - "target": "424980", + "target": "424960", "productCount": 5, - "path": "424980.json" + "path": "424960.json" }, { - "target": "443250", + "target": "443060", "productCount": 5, - "path": "443250.json" + "path": "443060.json" }, { - "target": "451250", + "target": "451220", "productCount": 5, - "path": "451250.json" + "path": "451220.json" }, { - "target": "456010", - "productCount": 5, - "path": "456010.json" + "target": "455910", + "productCount": 4, + "path": "455910.json" }, { - "target": "461030", + "target": "460940", "productCount": 5, - "path": "461030.json" + "path": "460940.json" }, { - "target": "466690", + "target": "466410", "productCount": 5, - "path": "466690.json" + "path": "466410.json" }, { - "target": "474930", + "target": "474660", "productCount": 5, - "path": "474930.json" + "path": "474660.json" }, { - "target": "478340", + "target": "478110", "productCount": 5, - "path": "478340.json" + "path": "478110.json" }, { - "target": "487400", - "productCount": 4, - "path": "487400.json" + "target": "487360", + "productCount": 5, + "path": "487360.json" }, { - "target": "900070", + "target": "499790", "productCount": 5, - "path": "900070.json" + "path": "499790.json" }, { "target": "000100", @@ -5223,144 +5223,144 @@ "path": "263690.json" }, { - "target": "267790", + "target": "267320", "productCount": 5, - "path": "267790.json" + "path": "267320.json" }, { - "target": "277070", + "target": "276730", "productCount": 5, - "path": "277070.json" + "path": "276730.json" }, { - "target": "287840", + "target": "286940", "productCount": 5, - "path": "287840.json" + "path": "286940.json" }, { - "target": "291810", + "target": "291650", "productCount": 5, - "path": "291810.json" + "path": "291650.json" }, { - "target": "298830", + "target": "298690", "productCount": 5, - "path": "298830.json" + "path": "298690.json" }, { - "target": "307280", + "target": "307180", "productCount": 5, - "path": "307280.json" + "path": "307180.json" }, { - "target": "314930", + "target": "314140", "productCount": 5, - "path": "314930.json" + "path": "314140.json" }, { - "target": "321260", + "target": "320000", "productCount": 5, - "path": "321260.json" + "path": "320000.json" }, { - "target": "331740", + "target": "331520", "productCount": 5, - "path": "331740.json" + "path": "331520.json" }, { - "target": "340360", + "target": "339950", "productCount": 5, - "path": "340360.json" + "path": "339950.json" }, { - "target": "348370", + "target": "348350", "productCount": 5, - "path": "348370.json" + "path": "348350.json" }, { - "target": "356860", + "target": "356680", "productCount": 5, - "path": "356860.json" + "path": "356680.json" }, { - "target": "365270", + "target": "364950", "productCount": 5, - "path": "365270.json" + "path": "364950.json" }, { - "target": "375500", + "target": "373220", "productCount": 5, - "path": "375500.json" + "path": "373220.json" }, { - "target": "382150", + "target": "381970", "productCount": 5, - "path": "382150.json" + "path": "381970.json" }, { - "target": "389500", + "target": "389470", "productCount": 5, - "path": "389500.json" + "path": "389470.json" }, { - "target": "403490", - "productCount": 5, - "path": "403490.json" + "target": "403360", + "productCount": 4, + "path": "403360.json" }, { - "target": "417180", - "productCount": 5, - "path": "417180.json" + "target": "417030", + "productCount": 4, + "path": "417030.json" }, { - "target": "425040", + "target": "424980", "productCount": 5, - "path": "425040.json" + "path": "424980.json" }, { - "target": "443670", + "target": "443250", "productCount": 5, - "path": "443670.json" + "path": "443250.json" }, { - "target": "451700", + "target": "451250", "productCount": 5, - "path": "451700.json" + "path": "451250.json" }, { - "target": "456040", + "target": "456010", "productCount": 5, - "path": "456040.json" + "path": "456010.json" }, { - "target": "461300", + "target": "461030", "productCount": 5, - "path": "461300.json" + "path": "461030.json" }, { - "target": "466910", + "target": "466690", "productCount": 5, - "path": "466910.json" + "path": "466690.json" }, { - "target": "475040", + "target": "474930", "productCount": 5, - "path": "475040.json" + "path": "474930.json" }, { - "target": "478390", + "target": "478340", "productCount": 5, - "path": "478390.json" + "path": "478340.json" }, { - "target": "487570", - "productCount": 5, - "path": "487570.json" + "target": "487400", + "productCount": 4, + "path": "487400.json" }, { - "target": "900100", + "target": "900070", "productCount": 5, - "path": "900100.json" + "path": "900070.json" }, { "target": "000110", @@ -5813,144 +5813,144 @@ "path": "263700.json" }, { - "target": "267850", + "target": "267790", "productCount": 5, - "path": "267850.json" + "path": "267790.json" }, { - "target": "277410", + "target": "277070", "productCount": 5, - "path": "277410.json" + "path": "277070.json" }, { - "target": "288180", + "target": "287840", "productCount": 5, - "path": "288180.json" + "path": "287840.json" }, { - "target": "293480", + "target": "291810", "productCount": 5, - "path": "293480.json" + "path": "291810.json" }, { - "target": "299030", + "target": "298830", "productCount": 5, - "path": "299030.json" + "path": "298830.json" }, { - "target": "307750", + "target": "307280", "productCount": 5, - "path": "307750.json" + "path": "307280.json" }, { - "target": "315640", + "target": "314930", "productCount": 5, - "path": "315640.json" + "path": "314930.json" }, { - "target": "321370", + "target": "321260", "productCount": 5, - "path": "321370.json" + "path": "321260.json" }, { - "target": "331920", + "target": "331740", "productCount": 5, - "path": "331920.json" + "path": "331740.json" }, { - "target": "340440", + "target": "340360", "productCount": 5, - "path": "340440.json" + "path": "340360.json" }, { - "target": "348950", - "productCount": 4, - "path": "348950.json" + "target": "348370", + "productCount": 5, + "path": "348370.json" }, { - "target": "356890", + "target": "356860", "productCount": 5, - "path": "356890.json" + "path": "356860.json" }, { - "target": "365330", + "target": "365270", "productCount": 5, - "path": "365330.json" + "path": "365270.json" }, { - "target": "376180", + "target": "375500", "productCount": 5, - "path": "376180.json" + "path": "375500.json" }, { - "target": "382480", + "target": "382150", "productCount": 5, - "path": "382480.json" + "path": "382150.json" }, { - "target": "389650", + "target": "389500", "productCount": 5, - "path": "389650.json" + "path": "389500.json" }, { - "target": "403550", + "target": "403490", "productCount": 5, - "path": "403550.json" + "path": "403490.json" }, { - "target": "417200", + "target": "417180", "productCount": 5, - "path": "417200.json" + "path": "417180.json" }, { - "target": "425420", + "target": "425040", "productCount": 5, - "path": "425420.json" + "path": "425040.json" }, { - "target": "444530", + "target": "443670", "productCount": 5, - "path": "444530.json" + "path": "443670.json" }, { - "target": "451760", + "target": "451700", "productCount": 5, - "path": "451760.json" + "path": "451700.json" }, { - "target": "456070", + "target": "456040", "productCount": 5, - "path": "456070.json" + "path": "456040.json" }, { - "target": "462020", + "target": "461300", "productCount": 5, - "path": "462020.json" + "path": "461300.json" }, { - "target": "467930", + "target": "466910", "productCount": 5, - "path": "467930.json" + "path": "466910.json" }, { - "target": "475150", + "target": "475040", "productCount": 5, - "path": "475150.json" + "path": "475040.json" }, { - "target": "478440", + "target": "478390", "productCount": 5, - "path": "478440.json" + "path": "478390.json" }, { - "target": "487580", + "target": "487570", "productCount": 5, - "path": "487580.json" + "path": "487570.json" }, { - "target": "900110", + "target": "900100", "productCount": 5, - "path": "900110.json" + "path": "900100.json" }, { "target": "000120", @@ -6403,129 +6403,144 @@ "path": "263720.json" }, { - "target": "267980", + "target": "267850", "productCount": 5, - "path": "267980.json" + "path": "267850.json" }, { - "target": "277810", + "target": "277410", "productCount": 5, - "path": "277810.json" + "path": "277410.json" }, { - "target": "288330", + "target": "288180", "productCount": 5, - "path": "288330.json" + "path": "288180.json" }, { - "target": "293490", + "target": "293480", "productCount": 5, - "path": "293490.json" + "path": "293480.json" }, { - "target": "299170", + "target": "299030", "productCount": 5, - "path": "299170.json" + "path": "299030.json" }, { - "target": "307870", + "target": "307750", "productCount": 5, - "path": "307870.json" + "path": "307750.json" }, { - "target": "316140", + "target": "315640", "productCount": 5, - "path": "316140.json" + "path": "315640.json" }, { - "target": "321550", + "target": "321370", "productCount": 5, - "path": "321550.json" + "path": "321370.json" }, { - "target": "332290", + "target": "331920", "productCount": 5, - "path": "332290.json" + "path": "331920.json" }, { - "target": "340450", + "target": "340440", "productCount": 5, - "path": "340450.json" + "path": "340440.json" }, { - "target": "350520", + "target": "348950", "productCount": 4, - "path": "350520.json" + "path": "348950.json" }, { - "target": "365340", + "target": "356890", "productCount": 5, - "path": "365340.json" + "path": "356890.json" }, { - "target": "376270", + "target": "365330", "productCount": 5, - "path": "376270.json" + "path": "365330.json" }, { - "target": "382800", + "target": "376180", "productCount": 5, - "path": "382800.json" + "path": "376180.json" }, { - "target": "389680", + "target": "382480", "productCount": 5, - "path": "389680.json" + "path": "382480.json" }, { - "target": "403850", + "target": "389650", "productCount": 5, - "path": "403850.json" + "path": "389650.json" }, { - "target": "429270", + "target": "403550", "productCount": 5, - "path": "429270.json" + "path": "403550.json" }, { - "target": "444920", - "productCount": 4, - "path": "444920.json" + "target": "417200", + "productCount": 5, + "path": "417200.json" }, { - "target": "456160", + "target": "425420", "productCount": 5, - "path": "456160.json" + "path": "425420.json" }, { - "target": "462310", + "target": "444530", "productCount": 5, - "path": "462310.json" + "path": "444530.json" }, { - "target": "468530", + "target": "451760", "productCount": 5, - "path": "468530.json" + "path": "451760.json" }, { - "target": "475230", + "target": "456070", "productCount": 5, - "path": "475230.json" + "path": "456070.json" }, { - "target": "478560", + "target": "462020", "productCount": 5, - "path": "478560.json" + "path": "462020.json" }, { - "target": "487720", + "target": "467930", "productCount": 5, - "path": "487720.json" + "path": "467930.json" }, { - "target": "900120", + "target": "475150", "productCount": 5, - "path": "900120.json" + "path": "475150.json" + }, + { + "target": "478440", + "productCount": 5, + "path": "478440.json" + }, + { + "target": "487580", + "productCount": 5, + "path": "487580.json" + }, + { + "target": "900110", + "productCount": 5, + "path": "900110.json" }, { "target": "000140", @@ -6983,139 +6998,129 @@ "path": "263750.json" }, { - "target": "268280", + "target": "267980", "productCount": 5, - "path": "268280.json" + "path": "267980.json" }, { - "target": "277880", + "target": "277810", "productCount": 5, - "path": "277880.json" + "path": "277810.json" }, { - "target": "288620", + "target": "288330", "productCount": 5, - "path": "288620.json" + "path": "288330.json" }, { - "target": "293580", + "target": "293490", "productCount": 5, - "path": "293580.json" + "path": "293490.json" }, { - "target": "299660", + "target": "299170", "productCount": 5, - "path": "299660.json" + "path": "299170.json" }, { - "target": "307930", + "target": "307870", "productCount": 5, - "path": "307930.json" + "path": "307870.json" }, { - "target": "317120", + "target": "316140", "productCount": 5, - "path": "317120.json" + "path": "316140.json" }, { - "target": "321820", + "target": "321550", "productCount": 5, - "path": "321820.json" + "path": "321550.json" }, { - "target": "332370", + "target": "332290", "productCount": 5, - "path": "332370.json" + "path": "332290.json" }, { - "target": "340570", + "target": "340450", "productCount": 5, - "path": "340570.json" + "path": "340450.json" }, { - "target": "351020", + "target": "350520", "productCount": 4, - "path": "351020.json" - }, - { - "target": "357230", - "productCount": 5, - "path": "357230.json" + "path": "350520.json" }, { - "target": "376290", + "target": "365340", "productCount": 5, - "path": "376290.json" + "path": "365340.json" }, { - "target": "382840", + "target": "376270", "productCount": 5, - "path": "382840.json" + "path": "376270.json" }, { - "target": "391710", + "target": "382800", "productCount": 5, - "path": "391710.json" + "path": "382800.json" }, { - "target": "403870", + "target": "389680", "productCount": 5, - "path": "403870.json" + "path": "389680.json" }, { - "target": "417500", + "target": "403850", "productCount": 5, - "path": "417500.json" + "path": "403850.json" }, { - "target": "430690", + "target": "429270", "productCount": 5, - "path": "430690.json" + "path": "429270.json" }, { - "target": "445090", - "productCount": 5, - "path": "445090.json" + "target": "444920", + "productCount": 4, + "path": "444920.json" }, { - "target": "452160", + "target": "456160", "productCount": 5, - "path": "452160.json" - }, - { - "target": "456490", - "productCount": 4, - "path": "456490.json" + "path": "456160.json" }, { - "target": "462350", + "target": "462310", "productCount": 5, - "path": "462350.json" + "path": "462310.json" }, { - "target": "468760", + "target": "468530", "productCount": 5, - "path": "468760.json" + "path": "468530.json" }, { - "target": "475240", + "target": "475230", "productCount": 5, - "path": "475240.json" + "path": "475230.json" }, { - "target": "479880", + "target": "478560", "productCount": 5, - "path": "479880.json" + "path": "478560.json" }, { - "target": "487830", + "target": "487720", "productCount": 5, - "path": "487830.json" + "path": "487720.json" }, { - "target": "900140", + "target": "900120", "productCount": 5, - "path": "900140.json" + "path": "900120.json" }, { "target": "000150", @@ -7573,139 +7578,139 @@ "path": "263770.json" }, { - "target": "269620", + "target": "268280", "productCount": 5, - "path": "269620.json" + "path": "268280.json" }, { - "target": "278280", + "target": "277880", "productCount": 5, - "path": "278280.json" + "path": "277880.json" }, { - "target": "288980", + "target": "288620", "productCount": 5, - "path": "288980.json" + "path": "288620.json" }, { - "target": "293780", + "target": "293580", "productCount": 5, - "path": "293780.json" + "path": "293580.json" }, { - "target": "299900", + "target": "299660", "productCount": 5, - "path": "299900.json" + "path": "299660.json" }, { - "target": "307950", + "target": "307930", "productCount": 5, - "path": "307950.json" + "path": "307930.json" }, { - "target": "317240", + "target": "317120", "productCount": 5, - "path": "317240.json" + "path": "317120.json" }, { - "target": "322000", + "target": "321820", "productCount": 5, - "path": "322000.json" + "path": "321820.json" }, { - "target": "332570", + "target": "332370", "productCount": 5, - "path": "332570.json" + "path": "332370.json" }, { - "target": "340810", + "target": "340570", "productCount": 5, - "path": "340810.json" + "path": "340570.json" }, { - "target": "351320", - "productCount": 5, - "path": "351320.json" + "target": "351020", + "productCount": 4, + "path": "351020.json" }, { - "target": "365590", + "target": "357230", "productCount": 5, - "path": "365590.json" + "path": "357230.json" }, { - "target": "376300", + "target": "376290", "productCount": 5, - "path": "376300.json" + "path": "376290.json" }, { - "target": "382900", + "target": "382840", "productCount": 5, - "path": "382900.json" + "path": "382840.json" }, { - "target": "393210", + "target": "391710", "productCount": 5, - "path": "393210.json" + "path": "391710.json" }, { - "target": "404990", - "productCount": 3, - "path": "404990.json" + "target": "403870", + "productCount": 5, + "path": "403870.json" }, { - "target": "417790", + "target": "417500", "productCount": 5, - "path": "417790.json" + "path": "417500.json" }, { - "target": "431190", + "target": "430690", "productCount": 5, - "path": "431190.json" + "path": "430690.json" }, { - "target": "445180", + "target": "445090", "productCount": 5, - "path": "445180.json" + "path": "445090.json" }, { - "target": "452190", + "target": "452160", "productCount": 5, - "path": "452190.json" + "path": "452160.json" }, { - "target": "457190", - "productCount": 5, - "path": "457190.json" + "target": "456490", + "productCount": 4, + "path": "456490.json" }, { - "target": "462510", + "target": "462350", "productCount": 5, - "path": "462510.json" + "path": "462350.json" }, { - "target": "469480", + "target": "468760", "productCount": 5, - "path": "469480.json" + "path": "468760.json" }, { - "target": "475250", + "target": "475240", "productCount": 5, - "path": "475250.json" + "path": "475240.json" }, { - "target": "479960", + "target": "479880", "productCount": 5, - "path": "479960.json" + "path": "479880.json" }, { - "target": "488060", + "target": "487830", "productCount": 5, - "path": "488060.json" + "path": "487830.json" }, { - "target": "900250", + "target": "900140", "productCount": 5, - "path": "900250.json" + "path": "900140.json" }, { "target": "000180", @@ -8163,139 +8168,139 @@ "path": "263800.json" }, { - "target": "270520", + "target": "269620", "productCount": 5, - "path": "270520.json" + "path": "269620.json" }, { - "target": "278470", + "target": "278280", "productCount": 5, - "path": "278470.json" + "path": "278280.json" }, { - "target": "289010", + "target": "288980", "productCount": 5, - "path": "289010.json" + "path": "288980.json" }, { - "target": "293940", - "productCount": 4, - "path": "293940.json" + "target": "293780", + "productCount": 5, + "path": "293780.json" }, { - "target": "300080", + "target": "299900", "productCount": 5, - "path": "300080.json" + "path": "299900.json" }, { - "target": "308080", + "target": "307950", "productCount": 5, - "path": "308080.json" + "path": "307950.json" }, { - "target": "317330", + "target": "317240", "productCount": 5, - "path": "317330.json" + "path": "317240.json" }, { - "target": "322180", + "target": "322000", "productCount": 5, - "path": "322180.json" + "path": "322000.json" }, { - "target": "333050", + "target": "332570", "productCount": 5, - "path": "333050.json" + "path": "332570.json" }, { - "target": "340930", + "target": "340810", "productCount": 5, - "path": "340930.json" + "path": "340810.json" }, { - "target": "351330", + "target": "351320", "productCount": 5, - "path": "351330.json" + "path": "351320.json" }, { - "target": "357430", - "productCount": 4, - "path": "357430.json" + "target": "365590", + "productCount": 5, + "path": "365590.json" }, { - "target": "365660", - "productCount": 4, - "path": "365660.json" + "target": "376300", + "productCount": 5, + "path": "376300.json" }, { - "target": "376900", + "target": "382900", "productCount": 5, - "path": "376900.json" + "path": "382900.json" }, { - "target": "383220", + "target": "393210", "productCount": 5, - "path": "383220.json" + "path": "393210.json" }, { - "target": "393890", - "productCount": 5, - "path": "393890.json" + "target": "404990", + "productCount": 3, + "path": "404990.json" }, { - "target": "405000", + "target": "417790", "productCount": 5, - "path": "405000.json" + "path": "417790.json" }, { - "target": "417840", + "target": "431190", "productCount": 5, - "path": "417840.json" + "path": "431190.json" }, { - "target": "445680", + "target": "445180", "productCount": 5, - "path": "445680.json" + "path": "445180.json" }, { - "target": "452200", + "target": "452190", "productCount": 5, - "path": "452200.json" + "path": "452190.json" }, { - "target": "457370", + "target": "457190", "productCount": 5, - "path": "457370.json" + "path": "457190.json" }, { - "target": "462520", + "target": "462510", "productCount": 5, - "path": "462520.json" + "path": "462510.json" }, { - "target": "469610", + "target": "469480", "productCount": 5, - "path": "469610.json" + "path": "469480.json" }, { - "target": "475400", + "target": "475250", "productCount": 5, - "path": "475400.json" + "path": "475250.json" }, { - "target": "480370", + "target": "479960", "productCount": 5, - "path": "480370.json" + "path": "479960.json" }, { - "target": "488280", + "target": "488060", "productCount": 5, - "path": "488280.json" + "path": "488060.json" }, { - "target": "900260", + "target": "900250", "productCount": 5, - "path": "900260.json" + "path": "900250.json" }, { "target": "0001A0", @@ -8753,144 +8758,139 @@ "path": "263810.json" }, { - "target": "270660", + "target": "270520", "productCount": 5, - "path": "270660.json" + "path": "270520.json" }, { - "target": "278650", + "target": "278470", "productCount": 5, - "path": "278650.json" + "path": "278470.json" }, { - "target": "289080", + "target": "289010", "productCount": 5, - "path": "289080.json" + "path": "289010.json" }, { - "target": "294090", - "productCount": 5, - "path": "294090.json" + "target": "293940", + "productCount": 4, + "path": "293940.json" }, { - "target": "300120", + "target": "300080", "productCount": 5, - "path": "300120.json" + "path": "300080.json" }, { - "target": "308100", + "target": "308080", "productCount": 5, - "path": "308100.json" + "path": "308080.json" }, { - "target": "317400", + "target": "317330", "productCount": 5, - "path": "317400.json" + "path": "317330.json" }, { - "target": "322310", + "target": "322180", "productCount": 5, - "path": "322310.json" + "path": "322180.json" }, { - "target": "333430", + "target": "333050", "productCount": 5, - "path": "333430.json" - }, - { - "target": "341170", - "productCount": 4, - "path": "341170.json" + "path": "333050.json" }, { - "target": "351870", + "target": "340930", "productCount": 5, - "path": "351870.json" + "path": "340930.json" }, { - "target": "357550", + "target": "351330", "productCount": 5, - "path": "357550.json" + "path": "351330.json" }, { - "target": "365900", - "productCount": 5, - "path": "365900.json" + "target": "357430", + "productCount": 4, + "path": "357430.json" }, { - "target": "376930", - "productCount": 5, - "path": "376930.json" + "target": "365660", + "productCount": 4, + "path": "365660.json" }, { - "target": "383310", + "target": "376900", "productCount": 5, - "path": "383310.json" + "path": "376900.json" }, { - "target": "393970", + "target": "383220", "productCount": 5, - "path": "393970.json" + "path": "383220.json" }, { - "target": "405100", + "target": "393890", "productCount": 5, - "path": "405100.json" + "path": "393890.json" }, { - "target": "417860", + "target": "405000", "productCount": 5, - "path": "417860.json" + "path": "405000.json" }, { - "target": "432430", + "target": "417840", "productCount": 5, - "path": "432430.json" + "path": "417840.json" }, { - "target": "446070", + "target": "445680", "productCount": 5, - "path": "446070.json" + "path": "445680.json" }, { - "target": "452260", + "target": "452200", "productCount": 5, - "path": "452260.json" + "path": "452200.json" }, { - "target": "457550", + "target": "457370", "productCount": 5, - "path": "457550.json" + "path": "457370.json" }, { - "target": "462860", + "target": "462520", "productCount": 5, - "path": "462860.json" + "path": "462520.json" }, { - "target": "469750", + "target": "469610", "productCount": 5, - "path": "469750.json" + "path": "469610.json" }, { - "target": "475430", + "target": "475400", "productCount": 5, - "path": "475430.json" + "path": "475400.json" }, { - "target": "481070", + "target": "480370", "productCount": 5, - "path": "481070.json" + "path": "480370.json" }, { - "target": "488900", + "target": "488280", "productCount": 5, - "path": "488900.json" + "path": "488280.json" }, { - "target": "900270", + "target": "900260", "productCount": 5, - "path": "900270.json" + "path": "900260.json" }, { "target": "000210", @@ -9348,139 +9348,144 @@ "path": "263860.json" }, { - "target": "270870", + "target": "270660", "productCount": 5, - "path": "270870.json" + "path": "270660.json" }, { - "target": "278990", - "productCount": 4, - "path": "278990.json" + "target": "278650", + "productCount": 5, + "path": "278650.json" }, { - "target": "289220", + "target": "289080", "productCount": 5, - "path": "289220.json" + "path": "289080.json" }, { - "target": "294140", + "target": "294090", "productCount": 5, - "path": "294140.json" + "path": "294090.json" }, { - "target": "300720", + "target": "300120", "productCount": 5, - "path": "300720.json" + "path": "300120.json" }, { - "target": "308170", + "target": "308100", "productCount": 5, - "path": "308170.json" + "path": "308100.json" }, { - "target": "317450", + "target": "317400", "productCount": 5, - "path": "317450.json" + "path": "317400.json" }, { - "target": "322510", + "target": "322310", "productCount": 5, - "path": "322510.json" + "path": "322310.json" }, { - "target": "333620", + "target": "333430", "productCount": 5, - "path": "333620.json" + "path": "333430.json" }, { - "target": "342870", + "target": "341170", + "productCount": 4, + "path": "341170.json" + }, + { + "target": "351870", "productCount": 5, - "path": "342870.json" + "path": "351870.json" }, { - "target": "352090", + "target": "357550", "productCount": 5, - "path": "352090.json" + "path": "357550.json" }, { - "target": "357580", + "target": "365900", "productCount": 5, - "path": "357580.json" + "path": "365900.json" }, { - "target": "366030", + "target": "376930", "productCount": 5, - "path": "366030.json" + "path": "376930.json" }, { - "target": "376980", + "target": "383310", "productCount": 5, - "path": "376980.json" + "path": "383310.json" }, { - "target": "383800", + "target": "393970", "productCount": 5, - "path": "383800.json" + "path": "393970.json" }, { - "target": "394280", + "target": "405100", "productCount": 5, - "path": "394280.json" + "path": "405100.json" }, { - "target": "405920", + "target": "417860", "productCount": 5, - "path": "405920.json" + "path": "417860.json" }, { - "target": "417970", + "target": "432430", "productCount": 5, - "path": "417970.json" + "path": "432430.json" }, { - "target": "432470", + "target": "446070", "productCount": 5, - "path": "432470.json" + "path": "446070.json" }, { - "target": "446150", - "productCount": 4, - "path": "446150.json" + "target": "452260", + "productCount": 5, + "path": "452260.json" }, { - "target": "452280", + "target": "457550", "productCount": 5, - "path": "452280.json" + "path": "457550.json" }, { - "target": "457600", + "target": "462860", "productCount": 5, - "path": "457600.json" + "path": "462860.json" }, { - "target": "462870", + "target": "469750", "productCount": 5, - "path": "462870.json" + "path": "469750.json" }, { - "target": "469880", + "target": "475430", "productCount": 5, - "path": "469880.json" + "path": "475430.json" }, { - "target": "475460", + "target": "481070", "productCount": 5, - "path": "475460.json" + "path": "481070.json" }, { - "target": "489210", + "target": "488900", "productCount": 5, - "path": "489210.json" + "path": "488900.json" }, { - "target": "900290", + "target": "900270", "productCount": 5, - "path": "900290.json" + "path": "900270.json" }, { "target": "000220", @@ -9933,139 +9938,139 @@ "path": "263920.json" }, { - "target": "271560", + "target": "270870", "productCount": 5, - "path": "271560.json" + "path": "270870.json" }, { - "target": "279570", - "productCount": 5, - "path": "279570.json" + "target": "278990", + "productCount": 4, + "path": "278990.json" }, { - "target": "289930", + "target": "289220", "productCount": 5, - "path": "289930.json" + "path": "289220.json" }, { - "target": "294570", + "target": "294140", "productCount": 5, - "path": "294570.json" + "path": "294140.json" }, { - "target": "301300", + "target": "300720", "productCount": 5, - "path": "301300.json" + "path": "300720.json" }, { - "target": "308430", + "target": "308170", "productCount": 5, - "path": "308430.json" + "path": "308170.json" }, { - "target": "317530", + "target": "317450", "productCount": 5, - "path": "317530.json" + "path": "317450.json" }, { - "target": "322780", + "target": "322510", "productCount": 5, - "path": "322780.json" - }, - { - "target": "343090", - "productCount": 4, - "path": "343090.json" + "path": "322510.json" }, { - "target": "352480", + "target": "333620", "productCount": 5, - "path": "352480.json" + "path": "333620.json" }, { - "target": "357780", + "target": "342870", "productCount": 5, - "path": "357780.json" + "path": "342870.json" }, { - "target": "367000", + "target": "352090", "productCount": 5, - "path": "367000.json" + "path": "352090.json" }, { - "target": "377030", + "target": "357580", "productCount": 5, - "path": "377030.json" + "path": "357580.json" }, { - "target": "383930", + "target": "366030", "productCount": 5, - "path": "383930.json" + "path": "366030.json" }, { - "target": "394420", + "target": "376980", "productCount": 5, - "path": "394420.json" + "path": "376980.json" }, { - "target": "406820", + "target": "383800", "productCount": 5, - "path": "406820.json" + "path": "383800.json" }, { - "target": "418250", + "target": "394280", "productCount": 5, - "path": "418250.json" + "path": "394280.json" }, { - "target": "432720", + "target": "405920", "productCount": 5, - "path": "432720.json" + "path": "405920.json" }, { - "target": "446540", + "target": "417970", "productCount": 5, - "path": "446540.json" + "path": "417970.json" }, { - "target": "452300", + "target": "432470", "productCount": 5, - "path": "452300.json" + "path": "432470.json" }, { - "target": "457630", + "target": "446150", "productCount": 4, - "path": "457630.json" + "path": "446150.json" }, { - "target": "462980", + "target": "452280", "productCount": 5, - "path": "462980.json" + "path": "452280.json" }, { - "target": "469900", + "target": "457600", "productCount": 5, - "path": "469900.json" + "path": "457600.json" }, { - "target": "475560", + "target": "462870", "productCount": 5, - "path": "475560.json" + "path": "462870.json" }, { - "target": "481890", + "target": "469880", "productCount": 5, - "path": "481890.json" + "path": "469880.json" }, { - "target": "489460", + "target": "475460", "productCount": 5, - "path": "489460.json" + "path": "475460.json" }, { - "target": "900300", + "target": "489210", "productCount": 5, - "path": "900300.json" + "path": "489210.json" + }, + { + "target": "900290", + "productCount": 5, + "path": "900290.json" }, { "target": "000230", @@ -10523,144 +10528,139 @@ "path": "264450.json" }, { - "target": "271830", + "target": "271560", "productCount": 5, - "path": "271830.json" + "path": "271560.json" }, { - "target": "279600", + "target": "279570", "productCount": 5, - "path": "279600.json" + "path": "279570.json" }, { - "target": "290090", + "target": "289930", "productCount": 5, - "path": "290090.json" + "path": "289930.json" }, { - "target": "294630", + "target": "294570", "productCount": 5, - "path": "294630.json" + "path": "294570.json" }, { - "target": "302430", + "target": "301300", "productCount": 5, - "path": "302430.json" + "path": "301300.json" }, { - "target": "309710", + "target": "308430", "productCount": 5, - "path": "309710.json" + "path": "308430.json" }, { - "target": "317690", + "target": "317530", "productCount": 5, - "path": "317690.json" + "path": "317530.json" }, { - "target": "323280", + "target": "322780", "productCount": 5, - "path": "323280.json" + "path": "322780.json" }, { - "target": "334970", - "productCount": 5, - "path": "334970.json" + "target": "343090", + "productCount": 4, + "path": "343090.json" }, { - "target": "344820", + "target": "352480", "productCount": 5, - "path": "344820.json" + "path": "352480.json" }, { - "target": "352700", + "target": "357780", "productCount": 5, - "path": "352700.json" + "path": "357780.json" }, { - "target": "357880", + "target": "367000", "productCount": 5, - "path": "357880.json" + "path": "367000.json" }, { - "target": "368600", + "target": "377030", "productCount": 5, - "path": "368600.json" - }, - { - "target": "377190", - "productCount": 4, - "path": "377190.json" + "path": "377030.json" }, { - "target": "384470", + "target": "383930", "productCount": 5, - "path": "384470.json" + "path": "383930.json" }, { - "target": "394800", + "target": "394420", "productCount": 5, - "path": "394800.json" + "path": "394420.json" }, { - "target": "407400", + "target": "406820", "productCount": 5, - "path": "407400.json" + "path": "406820.json" }, { - "target": "418420", + "target": "418250", "productCount": 5, - "path": "418420.json" + "path": "418250.json" }, { - "target": "432980", + "target": "432720", "productCount": 5, - "path": "432980.json" + "path": "432720.json" }, { - "target": "446840", + "target": "446540", "productCount": 5, - "path": "446840.json" + "path": "446540.json" }, { - "target": "452400", + "target": "452300", "productCount": 5, - "path": "452400.json" + "path": "452300.json" }, { - "target": "457940", + "target": "457630", "productCount": 4, - "path": "457940.json" + "path": "457630.json" }, { - "target": "463020", + "target": "462980", "productCount": 5, - "path": "463020.json" + "path": "462980.json" }, { - "target": "471050", + "target": "469900", "productCount": 5, - "path": "471050.json" + "path": "469900.json" }, { - "target": "475580", + "target": "475560", "productCount": 5, - "path": "475580.json" + "path": "475560.json" }, { - "target": "482520", + "target": "481890", "productCount": 5, - "path": "482520.json" + "path": "481890.json" }, { - "target": "489480", + "target": "489460", "productCount": 5, - "path": "489480.json" + "path": "489460.json" }, { - "target": "900310", + "target": "900300", "productCount": 5, - "path": "900310.json" + "path": "900300.json" }, { "target": "000240", @@ -11118,139 +11118,144 @@ "path": "264660.json" }, { - "target": "271940", + "target": "271830", "productCount": 5, - "path": "271940.json" + "path": "271830.json" }, { - "target": "280360", + "target": "279600", "productCount": 5, - "path": "280360.json" + "path": "279600.json" }, { - "target": "290120", + "target": "290090", "productCount": 5, - "path": "290120.json" + "path": "290090.json" }, { - "target": "294870", + "target": "294630", "productCount": 5, - "path": "294870.json" + "path": "294630.json" }, { - "target": "302440", + "target": "302430", "productCount": 5, - "path": "302440.json" + "path": "302430.json" }, { - "target": "309930", + "target": "309710", "productCount": 5, - "path": "309930.json" + "path": "309710.json" }, { - "target": "317770", + "target": "317690", "productCount": 5, - "path": "317770.json" + "path": "317690.json" }, { - "target": "323350", + "target": "323280", "productCount": 5, - "path": "323350.json" + "path": "323280.json" }, { - "target": "335810", + "target": "334970", "productCount": 5, - "path": "335810.json" + "path": "334970.json" }, { - "target": "344860", + "target": "344820", "productCount": 5, - "path": "344860.json" + "path": "344820.json" }, { - "target": "352770", + "target": "352700", "productCount": 5, - "path": "352770.json" + "path": "352700.json" }, { - "target": "358570", + "target": "357880", "productCount": 5, - "path": "358570.json" + "path": "357880.json" }, { - "target": "368770", + "target": "368600", "productCount": 5, - "path": "368770.json" + "path": "368600.json" }, { - "target": "377220", - "productCount": 5, - "path": "377220.json" + "target": "377190", + "productCount": 4, + "path": "377190.json" }, { - "target": "395400", - "productCount": 4, - "path": "395400.json" + "target": "384470", + "productCount": 5, + "path": "384470.json" }, { - "target": "408470", + "target": "394800", "productCount": 5, - "path": "408470.json" + "path": "394800.json" }, { - "target": "418470", + "target": "407400", "productCount": 5, - "path": "418470.json" + "path": "407400.json" }, { - "target": "434480", + "target": "418420", "productCount": 5, - "path": "434480.json" + "path": "418420.json" }, { - "target": "448280", + "target": "432980", "productCount": 5, - "path": "448280.json" + "path": "432980.json" }, { - "target": "452430", + "target": "446840", "productCount": 5, - "path": "452430.json" + "path": "446840.json" }, { - "target": "458350", + "target": "452400", "productCount": 5, - "path": "458350.json" + "path": "452400.json" }, { - "target": "463480", + "target": "457940", + "productCount": 4, + "path": "457940.json" + }, + { + "target": "463020", "productCount": 5, - "path": "463480.json" + "path": "463020.json" }, { - "target": "471820", + "target": "471050", "productCount": 5, - "path": "471820.json" + "path": "471050.json" }, { - "target": "475660", + "target": "475580", "productCount": 5, - "path": "475660.json" + "path": "475580.json" }, { - "target": "482630", + "target": "482520", "productCount": 5, - "path": "482630.json" + "path": "482520.json" }, { - "target": "489500", + "target": "489480", "productCount": 5, - "path": "489500.json" + "path": "489480.json" }, { - "target": "900340", + "target": "900310", "productCount": 5, - "path": "900340.json" + "path": "900310.json" }, { "target": "000250", @@ -11708,144 +11713,139 @@ "path": "264850.json" }, { - "target": "271980", + "target": "271940", "productCount": 5, - "path": "271980.json" + "path": "271940.json" }, { - "target": "281740", + "target": "280360", "productCount": 5, - "path": "281740.json" + "path": "280360.json" }, { - "target": "290270", + "target": "290120", "productCount": 5, - "path": "290270.json" + "path": "290120.json" }, { - "target": "295310", + "target": "294870", "productCount": 5, - "path": "295310.json" + "path": "294870.json" }, { - "target": "302550", + "target": "302440", "productCount": 5, - "path": "302550.json" + "path": "302440.json" }, { - "target": "309960", + "target": "309930", "productCount": 5, - "path": "309960.json" + "path": "309930.json" }, { - "target": "317830", + "target": "317770", "productCount": 5, - "path": "317830.json" + "path": "317770.json" }, { - "target": "323410", + "target": "323350", "productCount": 5, - "path": "323410.json" + "path": "323350.json" }, { - "target": "335870", + "target": "335810", "productCount": 5, - "path": "335870.json" + "path": "335810.json" }, { - "target": "347000", + "target": "344860", "productCount": 5, - "path": "347000.json" + "path": "344860.json" }, { - "target": "352820", + "target": "352770", "productCount": 5, - "path": "352820.json" + "path": "352770.json" }, { - "target": "359090", + "target": "358570", "productCount": 5, - "path": "359090.json" + "path": "358570.json" }, { - "target": "368970", + "target": "368770", "productCount": 5, - "path": "368970.json" + "path": "368770.json" }, { - "target": "377300", + "target": "377220", "productCount": 5, - "path": "377300.json" + "path": "377220.json" }, { - "target": "387570", - "productCount": 5, - "path": "387570.json" + "target": "395400", + "productCount": 4, + "path": "395400.json" }, { - "target": "396270", + "target": "408470", "productCount": 5, - "path": "396270.json" + "path": "408470.json" }, { - "target": "408900", + "target": "418470", "productCount": 5, - "path": "408900.json" + "path": "418470.json" }, { - "target": "418550", + "target": "434480", "productCount": 5, - "path": "418550.json" + "path": "434480.json" }, { - "target": "435570", + "target": "448280", "productCount": 5, - "path": "435570.json" + "path": "448280.json" }, { - "target": "448710", + "target": "452430", "productCount": 5, - "path": "448710.json" + "path": "452430.json" }, { - "target": "452450", + "target": "458350", "productCount": 5, - "path": "452450.json" - }, - { - "target": "458610", - "productCount": 4, - "path": "458610.json" + "path": "458350.json" }, { - "target": "464080", + "target": "463480", "productCount": 5, - "path": "464080.json" + "path": "463480.json" }, { - "target": "472220", + "target": "471820", "productCount": 5, - "path": "472220.json" + "path": "471820.json" }, { - "target": "475830", + "target": "475660", "productCount": 5, - "path": "475830.json" + "path": "475660.json" }, { - "target": "482680", + "target": "482630", "productCount": 5, - "path": "482680.json" + "path": "482630.json" }, { - "target": "489730", + "target": "489500", "productCount": 5, - "path": "489730.json" + "path": "489500.json" }, { - "target": "950110", + "target": "900340", "productCount": 5, - "path": "950110.json" + "path": "900340.json" }, { "target": "000270", @@ -12303,139 +12303,144 @@ "path": "264900.json" }, { - "target": "272110", + "target": "271980", "productCount": 5, - "path": "272110.json" + "path": "271980.json" }, { - "target": "281820", + "target": "281740", "productCount": 5, - "path": "281820.json" + "path": "281740.json" }, { - "target": "290380", + "target": "290270", "productCount": 5, - "path": "290380.json" + "path": "290270.json" }, { - "target": "296640", + "target": "295310", "productCount": 5, - "path": "296640.json" + "path": "295310.json" }, { - "target": "303030", + "target": "302550", "productCount": 5, - "path": "303030.json" + "path": "302550.json" }, { - "target": "310200", + "target": "309960", "productCount": 5, - "path": "310200.json" + "path": "309960.json" }, { - "target": "317850", + "target": "317830", "productCount": 5, - "path": "317850.json" + "path": "317830.json" }, { - "target": "323990", + "target": "323410", "productCount": 5, - "path": "323990.json" + "path": "323410.json" }, { - "target": "335890", + "target": "335870", "productCount": 5, - "path": "335890.json" + "path": "335870.json" }, { - "target": "347700", + "target": "347000", "productCount": 5, - "path": "347700.json" + "path": "347000.json" }, { - "target": "352910", + "target": "352820", "productCount": 5, - "path": "352910.json" + "path": "352820.json" }, { - "target": "360070", + "target": "359090", "productCount": 5, - "path": "360070.json" + "path": "359090.json" }, { - "target": "369370", + "target": "368970", "productCount": 5, - "path": "369370.json" + "path": "368970.json" }, { - "target": "377330", + "target": "377300", "productCount": 5, - "path": "377330.json" + "path": "377300.json" }, { - "target": "387690", - "productCount": 4, - "path": "387690.json" + "target": "387570", + "productCount": 5, + "path": "387570.json" }, { - "target": "396300", + "target": "396270", "productCount": 5, - "path": "396300.json" + "path": "396270.json" }, { - "target": "408920", + "target": "408900", "productCount": 5, - "path": "408920.json" + "path": "408900.json" }, { - "target": "418620", + "target": "418550", "productCount": 5, - "path": "418620.json" + "path": "418550.json" }, { - "target": "437730", + "target": "435570", "productCount": 5, - "path": "437730.json" + "path": "435570.json" }, { - "target": "452670", - "productCount": 4, - "path": "452670.json" + "target": "448710", + "productCount": 5, + "path": "448710.json" }, { - "target": "458650", + "target": "452450", "productCount": 5, - "path": "458650.json" + "path": "452450.json" }, { - "target": "464280", + "target": "458610", + "productCount": 4, + "path": "458610.json" + }, + { + "target": "464080", "productCount": 5, - "path": "464280.json" + "path": "464080.json" }, { - "target": "472230", + "target": "472220", "productCount": 5, - "path": "472230.json" + "path": "472220.json" }, { - "target": "475960", + "target": "475830", "productCount": 5, - "path": "475960.json" + "path": "475830.json" }, { - "target": "482690", + "target": "482680", "productCount": 5, - "path": "482690.json" + "path": "482680.json" }, { - "target": "489790", + "target": "489730", "productCount": 5, - "path": "489790.json" + "path": "489730.json" }, { - "target": "950130", + "target": "950110", "productCount": 5, - "path": "950130.json" + "path": "950110.json" }, { "target": "000300", @@ -12529,127 +12534,127 @@ }, { "target": "010820", - "productCount": 3, + "productCount": 4, "path": "010820.json" }, { "target": "0115H0", - "productCount": 4, + "productCount": 5, "path": "0115H0.json" }, { "target": "012620", - "productCount": 3, + "productCount": 5, "path": "012620.json" }, { "target": "013700", - "productCount": 3, + "productCount": 5, "path": "013700.json" }, { "target": "014940", - "productCount": 3, + "productCount": 5, "path": "014940.json" }, { "target": "0164H0", - "productCount": 3, + "productCount": 4, "path": "0164H0.json" }, { "target": "017670", - "productCount": 3, + "productCount": 5, "path": "017670.json" }, { "target": "019180", - "productCount": 3, + "productCount": 5, "path": "019180.json" }, { "target": "021320", - "productCount": 4, + "productCount": 5, "path": "021320.json" }, { "target": "023810", - "productCount": 3, + "productCount": 5, "path": "023810.json" }, { "target": "025440", - "productCount": 3, + "productCount": 5, "path": "025440.json" }, { "target": "027360", - "productCount": 4, + "productCount": 5, "path": "027360.json" }, { "target": "030530", - "productCount": 3, + "productCount": 5, "path": "030530.json" }, { "target": "032620", - "productCount": 3, + "productCount": 5, "path": "032620.json" }, { "target": "033270", - "productCount": 3, + "productCount": 5, "path": "033270.json" }, { "target": "034590", - "productCount": 3, + "productCount": 5, "path": "034590.json" }, { "target": "036000", - "productCount": 3, + "productCount": 5, "path": "036000.json" }, { "target": "036800", - "productCount": 3, + "productCount": 5, "path": "036800.json" }, { "target": "038110", - "productCount": 3, + "productCount": 5, "path": "038110.json" }, { "target": "039440", - "productCount": 3, + "productCount": 5, "path": "039440.json" }, { "target": "041590", - "productCount": 3, + "productCount": 5, "path": "041590.json" }, { "target": "043220", - "productCount": 3, + "productCount": 5, "path": "043220.json" }, { "target": "045340", - "productCount": 3, + "productCount": 5, "path": "045340.json" }, { "target": "047810", - "productCount": 3, + "productCount": 5, "path": "047810.json" }, { "target": "049720", - "productCount": 3, + "productCount": 5, "path": "049720.json" }, { @@ -12893,144 +12898,139 @@ "path": "265520.json" }, { - "target": "272210", + "target": "272110", "productCount": 5, - "path": "272210.json" + "path": "272110.json" }, { - "target": "282330", + "target": "281820", "productCount": 5, - "path": "282330.json" + "path": "281820.json" }, { - "target": "290520", + "target": "290380", "productCount": 5, - "path": "290520.json" + "path": "290380.json" }, { - "target": "297090", + "target": "296640", "productCount": 5, - "path": "297090.json" + "path": "296640.json" }, { - "target": "303360", + "target": "303030", "productCount": 5, - "path": "303360.json" + "path": "303030.json" }, { - "target": "310210", + "target": "310200", "productCount": 5, - "path": "310210.json" + "path": "310200.json" }, { - "target": "317860", - "productCount": 4, - "path": "317860.json" + "target": "317850", + "productCount": 5, + "path": "317850.json" }, { - "target": "326030", + "target": "323990", "productCount": 5, - "path": "326030.json" + "path": "323990.json" }, { - "target": "336060", + "target": "335890", "productCount": 5, - "path": "336060.json" + "path": "335890.json" }, { - "target": "347740", + "target": "347700", "productCount": 5, - "path": "347740.json" + "path": "347700.json" }, { - "target": "352940", + "target": "352910", "productCount": 5, - "path": "352940.json" + "path": "352910.json" }, { - "target": "360350", + "target": "360070", "productCount": 5, - "path": "360350.json" + "path": "360070.json" }, { - "target": "370090", + "target": "369370", "productCount": 5, - "path": "370090.json" + "path": "369370.json" }, { - "target": "377450", + "target": "377330", "productCount": 5, - "path": "377450.json" + "path": "377330.json" }, { - "target": "388050", - "productCount": 5, - "path": "388050.json" + "target": "387690", + "productCount": 4, + "path": "387690.json" }, { - "target": "396470", + "target": "396300", "productCount": 5, - "path": "396470.json" + "path": "396300.json" }, { - "target": "411080", + "target": "408920", "productCount": 5, - "path": "411080.json" + "path": "408920.json" }, { - "target": "419050", + "target": "418620", "productCount": 5, - "path": "419050.json" + "path": "418620.json" }, { - "target": "438700", + "target": "437730", "productCount": 5, - "path": "438700.json" + "path": "437730.json" }, { - "target": "448830", + "target": "452670", "productCount": 4, - "path": "448830.json" + "path": "452670.json" }, { - "target": "452980", + "target": "458650", "productCount": 5, - "path": "452980.json" + "path": "458650.json" }, { - "target": "458870", + "target": "464280", "productCount": 5, - "path": "458870.json" + "path": "464280.json" }, { - "target": "464440", + "target": "472230", "productCount": 5, - "path": "464440.json" + "path": "472230.json" }, { - "target": "472850", + "target": "475960", "productCount": 5, - "path": "472850.json" + "path": "475960.json" }, { - "target": "476040", + "target": "482690", "productCount": 5, - "path": "476040.json" - }, - { - "target": "483350", - "productCount": 4, - "path": "483350.json" + "path": "482690.json" }, { - "target": "490470", + "target": "489790", "productCount": 5, - "path": "490470.json" + "path": "489790.json" }, { - "target": "950140", + "target": "950130", "productCount": 5, - "path": "950140.json" + "path": "950130.json" }, { "target": "000320", @@ -13488,144 +13488,144 @@ "path": "265560.json" }, { - "target": "272290", + "target": "272210", "productCount": 5, - "path": "272290.json" + "path": "272210.json" }, { - "target": "282620", - "productCount": 4, - "path": "282620.json" + "target": "282330", + "productCount": 5, + "path": "282330.json" }, { - "target": "290550", + "target": "290520", "productCount": 5, - "path": "290550.json" + "path": "290520.json" }, { - "target": "297570", + "target": "297090", "productCount": 5, - "path": "297570.json" + "path": "297090.json" }, { - "target": "303530", + "target": "303360", "productCount": 5, - "path": "303530.json" + "path": "303360.json" }, { - "target": "310870", + "target": "310210", "productCount": 5, - "path": "310870.json" + "path": "310210.json" }, { - "target": "317870", - "productCount": 5, - "path": "317870.json" + "target": "317860", + "productCount": 4, + "path": "317860.json" }, { - "target": "327260", + "target": "326030", "productCount": 5, - "path": "327260.json" + "path": "326030.json" }, { - "target": "336260", + "target": "336060", "productCount": 5, - "path": "336260.json" + "path": "336060.json" }, { - "target": "347770", + "target": "347740", "productCount": 5, - "path": "347770.json" + "path": "347740.json" }, { - "target": "353190", + "target": "352940", "productCount": 5, - "path": "353190.json" + "path": "352940.json" }, { - "target": "361390", + "target": "360350", "productCount": 5, - "path": "361390.json" + "path": "360350.json" }, { - "target": "371950", + "target": "370090", "productCount": 5, - "path": "371950.json" + "path": "370090.json" }, { - "target": "377460", + "target": "377450", "productCount": 5, - "path": "377460.json" + "path": "377450.json" }, { - "target": "388210", + "target": "388050", "productCount": 5, - "path": "388210.json" + "path": "388050.json" }, { - "target": "396690", - "productCount": 3, - "path": "396690.json" + "target": "396470", + "productCount": 5, + "path": "396470.json" }, { - "target": "412350", + "target": "411080", "productCount": 5, - "path": "412350.json" + "path": "411080.json" }, { - "target": "419080", + "target": "419050", "productCount": 5, - "path": "419080.json" + "path": "419050.json" }, { - "target": "439090", + "target": "438700", "productCount": 5, - "path": "439090.json" + "path": "438700.json" }, { - "target": "448900", - "productCount": 5, - "path": "448900.json" + "target": "448830", + "productCount": 4, + "path": "448830.json" }, { - "target": "453340", + "target": "452980", "productCount": 5, - "path": "453340.json" + "path": "452980.json" }, { - "target": "459100", + "target": "458870", "productCount": 5, - "path": "459100.json" + "path": "458870.json" }, { - "target": "464490", + "target": "464440", "productCount": 5, - "path": "464490.json" + "path": "464440.json" }, { - "target": "473000", + "target": "472850", "productCount": 5, - "path": "473000.json" + "path": "472850.json" }, { - "target": "476060", + "target": "476040", "productCount": 5, - "path": "476060.json" + "path": "476040.json" }, { - "target": "483650", - "productCount": 5, - "path": "483650.json" + "target": "483350", + "productCount": 4, + "path": "483350.json" }, { - "target": "491000", + "target": "490470", "productCount": 5, - "path": "491000.json" + "path": "490470.json" }, { - "target": "950160", + "target": "950140", "productCount": 5, - "path": "950160.json" + "path": "950140.json" }, { "target": "000370", @@ -14083,142 +14083,152 @@ "path": "265740.json" }, { - "target": "272450", + "target": "272290", "productCount": 5, - "path": "272450.json" + "path": "272290.json" }, { - "target": "282720", - "productCount": 5, - "path": "282720.json" + "target": "282620", + "productCount": 4, + "path": "282620.json" }, { - "target": "290560", + "target": "290550", "productCount": 5, - "path": "290560.json" + "path": "290550.json" }, { - "target": "297890", + "target": "297570", "productCount": 5, - "path": "297890.json" + "path": "297570.json" }, { - "target": "303810", + "target": "303530", "productCount": 5, - "path": "303810.json" + "path": "303530.json" }, { - "target": "311060", - "productCount": 4, - "path": "311060.json" + "target": "310870", + "productCount": 5, + "path": "310870.json" }, { - "target": "318000", + "target": "317870", "productCount": 5, - "path": "318000.json" + "path": "317870.json" }, { - "target": "328130", + "target": "327260", "productCount": 5, - "path": "328130.json" + "path": "327260.json" }, { - "target": "336370", + "target": "336260", "productCount": 5, - "path": "336370.json" + "path": "336260.json" }, { - "target": "347850", + "target": "347770", "productCount": 5, - "path": "347850.json" + "path": "347770.json" }, { - "target": "353200", + "target": "353190", "productCount": 5, - "path": "353200.json" + "path": "353190.json" }, { - "target": "361570", + "target": "361390", "productCount": 5, - "path": "361570.json" + "path": "361390.json" }, { - "target": "372170", + "target": "371950", "productCount": 5, - "path": "372170.json" + "path": "371950.json" }, { - "target": "377480", + "target": "377460", "productCount": 5, - "path": "377480.json" + "path": "377460.json" }, { - "target": "388610", + "target": "388210", "productCount": 5, - "path": "388610.json" + "path": "388210.json" }, { - "target": "397030", + "target": "396690", + "productCount": 4, + "path": "396690.json" + }, + { + "target": "412350", "productCount": 5, - "path": "397030.json" + "path": "412350.json" }, { - "target": "412540", + "target": "419080", "productCount": 5, - "path": "412540.json" + "path": "419080.json" }, { - "target": "419120", + "target": "439090", "productCount": 5, - "path": "419120.json" + "path": "439090.json" }, { - "target": "439260", + "target": "448900", "productCount": 5, - "path": "439260.json" + "path": "448900.json" }, { - "target": "450050", - "productCount": 4, - "path": "450050.json" + "target": "453340", + "productCount": 5, + "path": "453340.json" }, { - "target": "453450", + "target": "459100", "productCount": 5, - "path": "453450.json" + "path": "459100.json" }, { - "target": "459510", + "target": "464490", "productCount": 5, - "path": "459510.json" + "path": "464490.json" }, { - "target": "464500", + "target": "473000", "productCount": 5, - "path": "464500.json" + "path": "473000.json" }, { - "target": "473050", + "target": "476060", "productCount": 5, - "path": "473050.json" + "path": "476060.json" }, { - "target": "476080", + "target": "483650", "productCount": 5, - "path": "476080.json" + "path": "483650.json" }, { - "target": "484120", + "target": "491000", "productCount": 5, - "path": "484120.json" + "path": "491000.json" }, { - "target": "492220", + "target": "950160", "productCount": 5, - "path": "492220.json" + "path": "950160.json" } ], "failures": [ + { + "target": "950170", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "950170.json" + }, { "target": "0218L0", "error": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L0\n • 종목 검색:", @@ -14289,16 +14299,16 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "432320.json" }, - { - "target": "481850", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "481850.json" - }, { "target": "0161M0", "error": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M0\n • 종목 검색:", "path": "0161M0.json" }, + { + "target": "481850", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "481850.json" + }, { "target": "334890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14313,11 +14323,6 @@ "target": "448730", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "448730.json" - }, - { - "target": "950170", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "950170.json" } ], "noComposite": true